+54.8%
ON vs LII
-28.2%
+82.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.4% |
| 7D | +2.4% | -0.7% | +3.2% | +2.8% |
| 30D | -3.3% | -12.6% | +9.3% | +3.8% |
| 3M | -43.6% | -24.4% | -19.1% | -35.1% |
| 6M | +19.0% | -28.7% | +47.7% | +39.0% |
| YTD | +37.4% | -19.1% | +56.5% | +49.3% |
| 1Y | +54.8% | -29.7% | +84.5% | +79.8% |
| All | +54.8% | -28.2% | +82.9% | +79.8% |
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