+260.6%
SNDU vs LII
-22.2%
+282.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.2% | +22.5% | +22.2% |
| 7D | +35.2% | -0.7% | +35.9% | +36.0% |
| 30D | +50.8% | -12.6% | +63.4% | +76.6% |
| 3M | -43.2% | -24.4% | -18.7% | -18.7% |
| All | +260.6% | -22.2% | +282.8% | +346.1% |
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 · Available span rolling