+16.9%
NU vs LII
+11.5%
+5.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.0% |
| 7D | +4.0% | +0.4% | +3.6% | +3.8% |
| 30D | -25.1% | -2.4% | -22.7% | -24.3% |
| 3M | -12.8% | -17.5% | +4.6% | -4.3% |
| 6M | -12.5% | -32.8% | +20.4% | +4.1% |
| YTD | -27.8% | -27.7% | -0.1% | -19.5% |
| 1Y | -24.6% | -28.1% | +3.5% | -15.8% |
| 3Y | +41.8% | -9.7% | +51.4% | +21.4% |
| All | +16.9% | +11.5% | +5.5% | -15.7% |
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