+21.1%
LII vs BRKR
-39.7%
+60.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -6.3% | -8.7% | +2.4% | -4.0% |
| 30D | -13.0% | -9.9% | -3.2% | -10.7% |
| 3M | -29.0% | -3.1% | -25.9% | -29.9% |
| 6M | -27.7% | +45.5% | -73.1% | -37.8% |
| YTD | -24.2% | +13.7% | -37.9% | -30.2% |
| 1Y | -34.8% | +67.4% | -102.2% | -47.7% |
| 3Y | -4.2% | -13.2% | +9.0% | -9.7% |
| All | +21.1% | -39.7% | +60.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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