+16.5%
NU vs LII
+9.6%
+6.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.4% | +3.5% |
| 7D | +3.6% | -0.6% | +4.2% | +3.9% |
| 30D | -22.8% | -4.6% | -18.2% | -21.1% |
| 3M | -14.8% | -21.2% | +6.4% | -4.3% |
| 6M | -16.9% | -36.4% | +19.5% | +1.8% |
| YTD | -28.1% | -28.9% | +0.8% | -19.2% |
| 1Y | -24.5% | -29.5% | +5.0% | -14.8% |
| 3Y | +44.8% | -8.6% | +53.3% | +22.1% |
| All | +16.5% | +9.6% | +6.9% | -15.4% |
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 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