-39.8%
NOW vs LII
-26.1%
-13.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.7% |
| 7D | +0.3% | +2.9% | -2.7% | +0.7% |
| 30D | -27.0% | +0.9% | -27.9% | -26.2% |
| 3M | -19.6% | -15.5% | -4.1% | -21.2% |
| 6M | +17.5% | -30.2% | +47.7% | +11.1% |
| YTD | -33.3% | -26.8% | -6.4% | -38.3% |
| 1Y | -39.8% | -25.3% | -14.6% | -44.2% |
| All | -39.8% | -26.1% | -13.8% | -44.2% |
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