-10.5%
BX vs LII
-28.3%
+17.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.6% | +3.2% |
| 7D | +3.3% | -1.2% | +4.4% | +3.7% |
| 30D | +9.6% | -2.0% | +11.5% | +9.9% |
| 3M | -8.7% | -20.2% | +11.6% | -3.5% |
| 6M | +2.2% | -32.5% | +34.8% | +11.3% |
| YTD | -16.2% | -27.4% | +11.2% | -12.0% |
| All | -10.5% | -28.3% | +17.9% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling