+3,086.1%
BTI vs LII
+2,783.5%
+302.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | +9.6% | -2.4% | +12.0% | +9.8% |
| 3M | +8.3% | -17.5% | +25.8% | +10.8% |
| 6M | +7.5% | -32.8% | +40.3% | +12.3% |
| YTD | +12.3% | -27.7% | +39.9% | +15.7% |
| 1Y | +16.2% | -28.1% | +44.3% | +19.8% |
| 3Y | +148.0% | -9.7% | +157.7% | +143.6% |
| 5Y | +153.2% | +19.5% | +133.8% | +135.9% |
| 10Y | +128.2% | +170.6% | -42.4% | +88.9% |
| All | +3,086.1% | +2,783.5% | +302.6% | +2,292.2% |
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