+20.2%
BIL vs LII
+18.7%
+1.6%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +0.3% | -0.6% | +0.9% | +0.3% |
| 3M | +0.9% | -17.0% | +17.9% | +0.9% |
| 6M | +1.8% | -31.1% | +33.0% | +1.8% |
| YTD | +3.1% | -27.7% | +30.8% | +3.1% |
| 1Y | +3.7% | -26.2% | +29.8% | +3.7% |
| 3Y | +13.8% | -9.6% | +23.4% | +13.8% |
| 5Y | +20.2% | +15.7% | +4.6% | +20.2% |
| All | +20.2% | +18.7% | +1.6% | +20.2% |
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