+115.2%
BTI vs LII
+25.3%
+89.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.2% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | -6.6% | -12.6% | +6.0% | -5.8% |
| 3M | -3.0% | -24.4% | +21.4% | -1.6% |
| 6M | -6.7% | -28.7% | +22.0% | -5.0% |
| YTD | +0.6% | -19.1% | +19.7% | +1.3% |
| 1Y | +5.6% | -29.7% | +35.3% | +7.4% |
| 3Y | +110.3% | +4.8% | +105.5% | +101.3% |
| All | +115.2% | +25.3% | +89.9% | +101.8% |
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