+8,351.3%
BN vs LII
+3,124.4%
+5,226.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.7% |
| 7D | -2.5% | -0.7% | -1.7% | -2.2% |
| 30D | -9.5% | -12.6% | +3.1% | -5.5% |
| 3M | -10.4% | -24.4% | +14.1% | -3.0% |
| 6M | -6.4% | -28.7% | +22.3% | +2.8% |
| YTD | -11.9% | -19.1% | +7.3% | -7.5% |
| 1Y | -8.6% | -29.7% | +21.1% | +0.1% |
| 3Y | +77.6% | +4.8% | +72.8% | +69.7% |
| 5Y | +37.0% | +24.6% | +12.5% | +22.5% |
| 10Y | +266.4% | +169.2% | +97.2% | +158.6% |
| All | +8,351.3% | +3,124.4% | +5,226.9% | +3,155.7% |
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