+479.5%
BEN vs LII
+3,124.4%
-2,644.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.4% | +3.0% |
| 7D | +0.2% | -0.7% | +1.0% | +0.6% |
| 30D | -0.5% | -12.6% | +12.1% | +5.3% |
| 3M | +9.7% | -24.4% | +34.2% | +21.6% |
| 6M | +33.9% | -28.7% | +62.6% | +51.3% |
| YTD | +49.0% | -19.1% | +68.1% | +58.5% |
| 1Y | +42.1% | -29.7% | +71.8% | +59.7% |
| 3Y | +51.9% | +4.8% | +47.1% | +38.4% |
| 5Y | +39.0% | +24.6% | +14.5% | +15.8% |
| 10Y | +57.9% | +169.2% | -111.3% | -7.3% |
| All | +479.5% | +3,124.4% | -2,644.9% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling