-26.2%
LII vs BIYA
-98.4%
+72.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.3% | +6.9% | +3.6% |
| 7D | +7.9% | -4.0% | +11.9% | +7.9% |
| 30D | -0.6% | -15.0% | +14.4% | -0.7% |
| 3M | -19.3% | -58.1% | +38.8% | -19.1% |
| 6M | -29.8% | -90.0% | +60.2% | -29.6% |
| YTD | -25.4% | -96.9% | +71.5% | -23.5% |
| 1Y | -26.2% | -98.2% | +72.0% | -24.2% |
| All | -26.2% | -98.4% | +72.2% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling