+85.3%
NUE vs LII
-33.3%
+118.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.3% |
| 7D | -2.3% | +0.5% | -2.8% | -2.5% |
| 30D | -6.1% | -11.2% | +5.1% | -3.0% |
| 3M | +1.7% | -28.8% | +30.5% | +10.5% |
| 6M | +53.1% | -26.9% | +80.0% | +63.9% |
| YTD | +59.0% | -22.2% | +81.2% | +65.1% |
| 1Y | +85.3% | -32.0% | +117.3% | +99.8% |
| All | +85.3% | -33.3% | +118.7% | +99.8% |
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