-25.7%
NOW vs LII
+23.0%
-48.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | 0.0% |
| 7D | -3.1% | -1.2% | -1.9% | -2.7% |
| 30D | -27.0% | -2.0% | -25.1% | -27.1% |
| 3M | -17.7% | -20.2% | +2.5% | -11.5% |
| 6M | +12.7% | -32.5% | +45.2% | +25.1% |
| YTD | -32.9% | -27.4% | -5.5% | -30.3% |
| 1Y | -40.4% | -28.2% | -12.2% | -37.8% |
| 3Y | -17.1% | -7.2% | -9.9% | -32.8% |
| 5Y | -25.7% | +19.9% | -45.6% | -52.1% |
| All | -25.7% | +23.0% | -48.7% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling