+373.2%
BE vs LII
-31.8%
+405.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.2% | +6.2% | +6.7% |
| 7D | +20.0% | -0.7% | +20.7% | +20.5% |
| 30D | +7.9% | -12.6% | +20.5% | +15.8% |
| 3M | -13.2% | -24.4% | +11.2% | -1.2% |
| 6M | +53.5% | -28.7% | +82.2% | +74.2% |
| YTD | +191.0% | -19.1% | +210.2% | +206.4% |
| All | +373.2% | -31.8% | +405.0% | +505.7% |
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