+2,771.1%
NOW vs LII
+930.3%
+1,840.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.1% | -3.5% |
| 7D | -2.4% | -0.7% | -1.7% | -2.1% |
| 30D | +20.5% | -12.6% | +33.1% | +27.4% |
| 3M | +18.3% | -24.4% | +42.8% | +29.4% |
| 6M | +24.1% | -28.7% | +52.8% | +36.6% |
| YTD | -7.8% | -19.1% | +11.4% | -5.6% |
| 1Y | -21.4% | -29.7% | +8.3% | -14.2% |
| 3Y | +19.5% | +4.8% | +14.8% | +0.5% |
| 5Y | +4.1% | +24.6% | -20.5% | -22.8% |
| 10Y | +826.4% | +169.2% | +657.2% | +321.2% |
| All | +2,771.1% | +930.3% | +1,840.8% | +622.9% |
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