-3.0%
NU vs LII
-33.3%
+30.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -1.7% |
| 7D | -2.6% | +0.5% | -3.1% | -2.7% |
| 30D | +8.2% | -11.2% | +19.4% | +10.7% |
| 3M | +26.3% | -28.8% | +55.1% | +34.0% |
| 6M | +2.2% | -26.9% | +29.2% | +6.7% |
| YTD | -10.4% | -22.2% | +11.8% | -8.0% |
| 1Y | -3.0% | -32.0% | +29.0% | -0.5% |
| All | -3.0% | -33.3% | +30.4% | -0.5% |
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