-42.5%
NOW vs LII
-28.7%
-13.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.6% | -3.1% |
| 7D | -8.7% | +0.4% | -9.2% | -8.7% |
| 30D | -29.3% | -2.4% | -26.9% | -28.9% |
| 3M | -21.8% | -17.5% | -4.3% | -23.6% |
| 6M | +9.2% | -32.8% | +42.1% | +2.7% |
| YTD | -35.0% | -27.7% | -7.3% | -39.8% |
| 1Y | -42.5% | -28.1% | -14.4% | -46.3% |
| All | -42.5% | -28.7% | -13.8% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling