+4,193.2%
NUE vs LII
+2,783.5%
+1,409.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.1% |
| 7D | -6.2% | +0.4% | -6.7% | -6.4% |
| 30D | +2.5% | -2.4% | +4.8% | +2.9% |
| 3M | -6.4% | -17.5% | +11.1% | +0.5% |
| 6M | +13.3% | -32.8% | +46.1% | +30.3% |
| YTD | +58.5% | -27.7% | +86.2% | +75.1% |
| 1Y | +81.9% | -28.1% | +110.0% | +101.1% |
| 3Y | +75.3% | -9.7% | +84.9% | +70.5% |
| 5Y | +149.9% | +19.5% | +130.4% | +112.4% |
| 10Y | +436.0% | +170.6% | +265.4% | +219.6% |
| All | +4,193.2% | +2,783.5% | +1,409.7% | +989.2% |
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