+4,259.9%
NUE vs LII
+3,124.4%
+1,135.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.0% |
| 7D | +4.2% | -0.7% | +4.9% | +4.4% |
| 30D | -5.0% | -12.6% | +7.6% | +0.2% |
| 3M | -0.2% | -24.4% | +24.2% | +10.0% |
| 6M | +49.1% | -28.7% | +77.8% | +67.4% |
| YTD | +61.0% | -19.1% | +80.1% | +70.9% |
| 1Y | +82.5% | -29.7% | +112.2% | +104.5% |
| 3Y | +57.9% | +4.8% | +53.1% | +45.1% |
| 5Y | +146.6% | +24.6% | +122.0% | +106.9% |
| 10Y | +561.6% | +169.2% | +392.4% | +296.8% |
| All | +4,259.9% | +3,124.4% | +1,135.5% | +962.9% |
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