+289.5%
BNY vs LII
-1.0%
+290.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.2% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | +1.9% | -11.2% | +13.2% | +4.0% |
| 3M | +13.9% | -28.8% | +42.7% | +20.1% |
| 6M | +42.3% | -26.9% | +69.2% | +48.6% |
| YTD | +41.8% | -22.2% | +64.0% | +45.5% |
| 1Y | +57.9% | -32.0% | +89.9% | +66.5% |
| All | +289.5% | -1.0% | +290.5% | +262.4% |
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