+212.0%
NXT vs LII
+37.7%
+174.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | -9.4% | +2.9% | -12.4% | -10.5% |
| 30D | +15.1% | +0.9% | +14.2% | +14.0% |
| 3M | -9.1% | -15.5% | +6.4% | -2.8% |
| 6M | -30.3% | -30.2% | -0.1% | -20.4% |
| YTD | +9.1% | -26.8% | +35.9% | +21.3% |
| 1Y | +7.9% | -25.3% | +33.2% | +19.0% |
| 3Y | +176.5% | -7.8% | +184.2% | +147.2% |
| All | +212.0% | +37.7% | +174.2% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling