+170.6%
LII vs BUD
-4.3%
+174.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.8% |
| 7D | +0.4% | +6.0% | -5.6% | -1.3% |
| 30D | -2.4% | +11.3% | -13.7% | -5.4% |
| 3M | -17.5% | +3.6% | -21.1% | -18.4% |
| 6M | -32.8% | +7.7% | -40.5% | -34.6% |
| YTD | -27.7% | +36.4% | -64.1% | -34.3% |
| 1Y | -28.1% | +37.8% | -65.9% | -34.8% |
| 3Y | -9.7% | +51.2% | -60.9% | -21.4% |
| 5Y | +19.5% | +53.4% | -33.9% | +2.1% |
| 10Y | +170.6% | -3.2% | +173.8% | +136.3% |
| All | +170.6% | -4.3% | +174.9% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling