-7.1%
NXT vs LII
-28.7%
+21.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.6% |
| 7D | +4.0% | +0.4% | +3.5% | +3.9% |
| 30D | +15.9% | -2.4% | +18.3% | +16.2% |
| 3M | -3.0% | -17.5% | +14.5% | +5.5% |
| 6M | -20.7% | -32.8% | +12.1% | -7.4% |
| YTD | +14.6% | -27.7% | +42.3% | +21.5% |
| 1Y | -7.1% | -28.1% | +21.0% | -0.4% |
| All | -7.1% | -28.7% | +21.6% | -0.4% |
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