+72.0%
SU vs LII
-33.4%
+105.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +1.3% |
| 7D | +1.6% | +0.5% | +1.1% | +1.6% |
| 30D | +10.7% | -11.2% | +22.0% | +9.1% |
| 3M | +13.5% | -28.8% | +42.3% | +9.4% |
| 6M | +21.8% | -26.9% | +48.7% | +18.6% |
| YTD | +58.8% | -22.2% | +81.0% | +55.0% |
| 1Y | +72.0% | -32.0% | +104.0% | +66.2% |
| All | +72.0% | -33.4% | +105.4% | +66.2% |
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