+1,616.9%
BE vs LII
-8.7%
+1,625.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.7% | -8.8% | -11.3% |
| 7D | -14.7% | -0.6% | -14.1% | -14.5% |
| 30D | -40.5% | -4.6% | -35.9% | -39.9% |
| 3M | -24.3% | -21.2% | -3.1% | -15.8% |
| 6M | -39.3% | -36.4% | -2.9% | -25.3% |
| YTD | +99.4% | -28.9% | +128.3% | +127.8% |
| 1Y | +26.6% | -29.5% | +56.1% | +46.0% |
| 3Y | +1,616.9% | -8.6% | +1,625.5% | +1,390.4% |
| All | +1,616.9% | -8.7% | +1,625.7% | +1,390.4% |
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 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