+2,358.3%
SU vs LII
+2,783.5%
-425.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -10.2% | +0.4% | -10.6% | -10.4% |
| 30D | -6.2% | -2.4% | -3.8% | -6.1% |
| 3M | +8.7% | -17.5% | +26.2% | +13.8% |
| 6M | +7.2% | -32.8% | +40.1% | +16.6% |
| YTD | +55.9% | -27.7% | +83.6% | +64.1% |
| 1Y | +60.4% | -28.1% | +88.5% | +68.8% |
| 3Y | +125.2% | -9.7% | +134.8% | +114.3% |
| 5Y | +216.7% | +19.5% | +197.2% | +167.7% |
| 10Y | +223.9% | +170.6% | +53.3% | +106.6% |
| All | +2,358.3% | +2,783.5% | -425.2% | +780.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling