+1,709.5%
BE vs LII
-8.2%
+1,717.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.1% | -5.5% |
| 7D | +10.8% | +2.9% | +7.9% | +9.4% |
| 30D | -19.8% | +0.9% | -20.7% | -21.1% |
| 3M | -18.7% | -15.5% | -3.2% | -12.4% |
| 6M | -33.7% | -30.2% | -3.5% | -22.4% |
| YTD | +121.0% | -26.8% | +147.8% | +149.4% |
| 1Y | +85.4% | -25.3% | +110.7% | +108.2% |
| 3Y | +1,709.5% | -7.8% | +1,717.3% | +1,322.7% |
| All | +1,709.5% | -8.2% | +1,717.7% | +1,322.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling