+7.3%
LII vs BUD
+50.7%
-43.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | -12.6% | -5.7% | -6.9% | -11.3% |
| 3M | -24.4% | +3.1% | -27.6% | -25.6% |
| 6M | -28.7% | +7.9% | -36.6% | -31.0% |
| YTD | -19.1% | +27.3% | -46.5% | -24.9% |
| 1Y | -29.7% | +37.8% | -67.5% | -36.1% |
| All | +7.3% | +50.7% | -43.5% | -7.8% |
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