+1,546.6%
LII vs BTG
+392.0%
+1,154.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.2% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -12.6% | +36.8% | -49.4% | -14.1% |
| 3M | -24.4% | +23.1% | -47.5% | -25.4% |
| 6M | -28.7% | +3.5% | -32.2% | -29.1% |
| YTD | -19.1% | +25.5% | -44.6% | -20.5% |
| 1Y | -29.7% | +40.1% | -69.8% | -31.4% |
| 3Y | +4.8% | +101.1% | -96.3% | -0.2% |
| 5Y | +24.6% | +70.6% | -46.0% | +18.8% |
| 10Y | +169.2% | +152.1% | +17.1% | +149.5% |
| All | +1,546.6% | +392.0% | +1,154.5% | +1,359.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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