+193.1%
BNY vs LII
+17.0%
+176.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +3.9% | +2.9% | +0.9% | +3.1% |
| 30D | +11.9% | +0.9% | +11.0% | +11.3% |
| 3M | -5.0% | -15.5% | +10.5% | -1.1% |
| 6M | +14.6% | -30.2% | +44.8% | +23.9% |
| YTD | +34.5% | -26.8% | +61.3% | +41.7% |
| 1Y | +40.6% | -25.3% | +65.9% | +47.0% |
| 3Y | +261.7% | -7.8% | +269.5% | +229.4% |
| All | +193.1% | +17.0% | +176.1% | +125.1% |
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