+2,111.6%
NOW vs LII
+850.6%
+1,261.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -1.8% |
| 7D | -27.5% | +7.9% | -35.4% | -30.4% |
| 30D | -20.0% | -0.6% | -19.4% | -20.6% |
| 3M | -7.9% | -19.3% | +11.4% | -0.3% |
| 6M | +18.3% | -29.8% | +48.2% | +31.5% |
| YTD | -29.0% | -25.4% | -3.6% | -25.5% |
| 1Y | -38.7% | -26.2% | -12.5% | -35.4% |
| 3Y | -10.3% | -4.5% | -5.8% | -22.1% |
| 5Y | -22.5% | +26.7% | -49.1% | -43.8% |
| 10Y | +553.8% | +179.5% | +374.4% | +183.8% |
| All | +2,111.6% | +850.6% | +1,261.0% | +470.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling