+42.6%
BBY vs LII
-27.8%
+70.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +3.7% | -2.3% | +6.0% | +4.2% |
| 30D | +20.9% | -1.7% | +22.6% | +21.2% |
| 3M | +27.6% | -18.3% | +45.9% | +30.9% |
| 6M | +86.9% | -32.3% | +119.2% | +93.9% |
| YTD | +63.3% | -27.1% | +90.4% | +59.8% |
| 1Y | +42.6% | -27.2% | +69.8% | +39.4% |
| All | +42.6% | -27.8% | +70.3% | +39.4% |
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