+387.2%
BE vs LII
+19.9%
+367.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.7% | -8.8% | -10.7% |
| 7D | -14.7% | -0.6% | -14.1% | -14.5% |
| 30D | -40.5% | -4.6% | -35.9% | -39.7% |
| 3M | -24.3% | -21.2% | -3.1% | -13.7% |
| 6M | -39.3% | -36.4% | -2.9% | -21.9% |
| YTD | +99.4% | -28.9% | +128.3% | +134.4% |
| 1Y | +26.6% | -29.5% | +56.1% | +50.3% |
| 3Y | +1,616.9% | -8.6% | +1,625.5% | +1,398.1% |
| All | +387.2% | +19.9% | +367.3% | +186.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling