+34.4%
NVDA vs LII
-28.2%
+62.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.7% |
| 7D | +5.9% | -0.7% | +6.6% | +6.0% |
| 30D | +5.1% | -12.6% | +17.7% | +6.9% |
| 3M | +5.4% | -24.4% | +29.8% | +8.8% |
| 6M | +26.0% | -28.7% | +54.7% | +27.2% |
| YTD | +23.7% | -19.1% | +42.8% | +26.5% |
| 1Y | +34.4% | -29.7% | +64.1% | +37.2% |
| All | +34.4% | -28.2% | +62.5% | +37.2% |
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 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