+171.4%
LII vs BIDU
-50.6%
+222.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.4% |
| 7D | +0.5% | -2.4% | +2.9% | +0.8% |
| 30D | -11.2% | -16.0% | +4.7% | -9.3% |
| 3M | -28.8% | -24.0% | -4.8% | -26.5% |
| 6M | -26.9% | -24.9% | -2.1% | -24.7% |
| YTD | -22.2% | -29.6% | +7.4% | -19.4% |
| 1Y | -32.0% | -15.2% | -16.8% | -31.7% |
| 3Y | -0.4% | -32.2% | +31.7% | +1.0% |
| 5Y | +22.4% | -43.8% | +66.2% | +22.6% |
| 10Y | +171.4% | -49.5% | +220.9% | +147.2% |
| All | +171.4% | -50.6% | +222.1% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BIDU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling