+2,754.0%
BTI vs LII
+3,124.4%
-370.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.3% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | -6.6% | -12.6% | +6.0% | -5.0% |
| 3M | -3.0% | -24.4% | +21.4% | 0.0% |
| 6M | -6.7% | -28.7% | +22.0% | -3.3% |
| YTD | +0.6% | -19.1% | +19.7% | +2.3% |
| 1Y | +5.6% | -29.7% | +35.3% | +9.2% |
| 3Y | +110.3% | +4.8% | +105.5% | +102.6% |
| 5Y | +114.3% | +24.6% | +89.7% | +98.9% |
| 10Y | +67.7% | +169.2% | -101.6% | +38.8% |
| All | +2,754.0% | +3,124.4% | -370.3% | +2,015.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling