-1.5%
BND vs LII
+23.0%
-24.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.1% |
| 7D | +0.4% | -1.2% | +1.6% | +0.5% |
| 30D | +2.0% | -2.0% | +3.9% | +2.0% |
| 3M | -0.4% | -20.2% | +19.9% | +0.5% |
| 6M | -0.9% | -32.5% | +31.6% | +0.5% |
| YTD | -0.3% | -27.4% | +27.0% | +0.6% |
| 1Y | 0.0% | -28.2% | +28.1% | +1.0% |
| 3Y | +15.1% | -7.2% | +22.3% | +13.6% |
| 5Y | -1.5% | +19.9% | -21.4% | -6.3% |
| All | -1.5% | +23.0% | -24.5% | -6.3% |
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 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