-1.3%
BND vs LII
+25.3%
-26.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.1% | 0.0% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | -0.4% | -12.6% | +12.3% | +0.2% |
| 3M | -0.6% | -24.4% | +23.8% | +0.4% |
| 6M | -1.4% | -28.7% | +27.3% | -0.3% |
| YTD | -0.2% | -19.1% | +18.9% | +0.3% |
| 1Y | +1.3% | -29.7% | +31.0% | +2.4% |
| 3Y | +13.2% | +4.8% | +8.4% | +11.2% |
| All | -1.3% | +25.3% | -26.6% | -6.2% |
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