+21.0%
BEN vs LII
+19.9%
+1.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +5.5% |
| 7D | +6.6% | -0.6% | +7.2% | +6.9% |
| 30D | +3.8% | -4.6% | +8.4% | +5.3% |
| 3M | +0.2% | -21.2% | +21.4% | +10.1% |
| 6M | +10.4% | -36.4% | +46.9% | +30.6% |
| YTD | +46.2% | -28.9% | +75.1% | +62.0% |
| 1Y | +52.3% | -29.5% | +81.8% | +69.1% |
| 3Y | +65.9% | -8.6% | +74.5% | +47.5% |
| All | +21.0% | +19.9% | +1.1% | -16.3% |
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