+2,437.0%
SU vs LII
+2,817.4%
-380.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | +1.7% | +2.9% | -1.2% | +0.9% |
| 30D | -7.9% | +0.9% | -8.8% | -8.6% |
| 3M | +7.5% | -15.5% | +23.1% | +11.8% |
| 6M | +7.2% | -30.2% | +37.4% | +15.4% |
| YTD | +60.9% | -26.8% | +87.8% | +68.8% |
| 1Y | +63.6% | -25.3% | +88.9% | +70.3% |
| 3Y | +128.9% | -7.8% | +136.6% | +116.6% |
| 5Y | +228.3% | +17.0% | +211.3% | +179.5% |
| 10Y | +240.6% | +169.9% | +70.7% | +117.6% |
| All | +2,437.0% | +2,817.4% | -380.4% | +805.8% |
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 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