+55.3%
BE vs LII
-26.0%
+81.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.6% | -10.0% | -7.8% |
| 7D | -12.1% | +7.9% | -20.0% | -15.2% |
| 30D | -30.1% | -0.6% | -29.5% | -30.8% |
| 3M | -12.1% | -19.3% | +7.2% | -2.8% |
| 6M | -30.6% | -29.8% | -0.7% | -18.7% |
| YTD | +130.6% | -25.4% | +156.0% | +135.3% |
| 1Y | +55.3% | -26.2% | +81.5% | +65.0% |
| All | +55.3% | -26.0% | +81.3% | +65.0% |
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