-22.1%
BA vs LII
+19.9%
-42.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.2% |
| 7D | +1.1% | -0.6% | +1.7% | +1.3% |
| 30D | -7.9% | -4.6% | -3.3% | -6.9% |
| 3M | -25.3% | -21.2% | -4.1% | -19.2% |
| 6M | -24.6% | -36.4% | +11.9% | -13.1% |
| YTD | -20.1% | -28.9% | +8.8% | -12.5% |
| 1Y | -11.8% | -29.5% | +17.8% | -3.2% |
| 3Y | -10.1% | -8.6% | -1.6% | -15.9% |
| All | -22.1% | +19.9% | -42.0% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling