+509.8%
BA vs LII
+2,874.9%
-2,365.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +0.9% |
| 7D | +5.9% | +7.9% | -2.0% | +3.3% |
| 30D | -8.2% | -0.6% | -7.6% | -8.4% |
| 3M | -25.4% | -19.3% | -6.0% | -20.2% |
| 6M | -20.0% | -29.8% | +9.8% | -11.5% |
| YTD | -18.5% | -25.4% | +6.9% | -12.2% |
| 1Y | -10.6% | -26.2% | +15.6% | -3.6% |
| 3Y | -9.3% | -4.5% | -4.7% | -12.4% |
| 5Y | -16.9% | +26.7% | -43.6% | -28.3% |
| 10Y | +37.9% | +179.5% | -141.6% | -5.4% |
| All | +509.8% | +2,874.9% | -2,365.2% | +135.2% |
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 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