+51.7%
BHP vs LII
-8.7%
+60.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.6% | +2.1% |
| 7D | +0.9% | -0.6% | +1.5% | +1.1% |
| 30D | -6.3% | -4.6% | -1.7% | -5.5% |
| 3M | -7.1% | -21.2% | +14.1% | -2.2% |
| 6M | -3.2% | -36.4% | +33.2% | +6.4% |
| YTD | +37.9% | -28.9% | +66.8% | +46.6% |
| 1Y | +49.7% | -29.5% | +79.2% | +59.3% |
| 3Y | +51.7% | -8.6% | +60.3% | +46.0% |
| All | +51.7% | -8.7% | +60.4% | +46.0% |
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