+165.9%
LII vs BUD
-2.1%
+168.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.8% |
| 7D | +2.9% | +1.0% | +1.9% | +2.6% |
| 30D | +0.9% | +6.7% | -5.8% | -1.0% |
| 3M | -15.5% | +5.7% | -21.2% | -16.9% |
| 6M | -30.2% | +5.8% | -36.0% | -31.7% |
| YTD | -26.8% | +34.4% | -61.2% | -33.3% |
| 1Y | -25.3% | +33.3% | -58.6% | -31.7% |
| 3Y | -7.8% | +48.8% | -56.6% | -19.4% |
| 5Y | +17.0% | +52.5% | -35.6% | 0.0% |
| All | +165.9% | -2.1% | +168.0% | +128.4% |
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