+86.2%
SU vs LII
-26.0%
+112.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.6% | -8.1% | -3.9% |
| 7D | -7.1% | +7.9% | -15.0% | -5.9% |
| 30D | +4.8% | -0.6% | +5.4% | +5.0% |
| 3M | +12.5% | -19.3% | +31.8% | +9.7% |
| 6M | +6.5% | -29.8% | +36.3% | +2.5% |
| YTD | +65.8% | -25.4% | +91.2% | +60.7% |
| 1Y | +86.2% | -26.2% | +112.4% | +80.9% |
| All | +86.2% | -26.0% | +112.2% | +80.9% |
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