-7.2%
LII vs BUD
+48.5%
-55.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +1.8% |
| 7D | -1.2% | +1.3% | -2.5% | -1.6% |
| 30D | -2.0% | +10.0% | -12.0% | -4.5% |
| 3M | -20.2% | +1.6% | -21.8% | -20.7% |
| 6M | -32.5% | +6.5% | -39.0% | -34.2% |
| YTD | -27.4% | +34.8% | -62.2% | -33.6% |
| 1Y | -28.2% | +36.5% | -64.6% | -34.6% |
| 3Y | -7.2% | +49.0% | -56.2% | -21.0% |
| All | -7.2% | +48.5% | -55.8% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling