+5,743.1%
LII vs IBN
+1,726.4%
+4,016.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.2% | -6.1% | -2.9% |
| 7D | -0.6% | +15.1% | -15.7% | -3.8% |
| 30D | -4.6% | +21.6% | -26.2% | -8.8% |
| 3M | -21.2% | +11.2% | -32.4% | -23.2% |
| 6M | -36.4% | +27.8% | -64.2% | -39.9% |
| YTD | -28.9% | +14.7% | -43.6% | -31.2% |
| 1Y | -29.5% | +14.4% | -43.9% | -31.7% |
| 3Y | -8.6% | +52.1% | -60.7% | -17.6% |
| 5Y | +20.2% | +70.7% | -50.5% | +5.4% |
| 10Y | +166.2% | +385.5% | -219.3% | +74.6% |
| All | +5,743.1% | +1,726.4% | +4,016.7% | +2,402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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