-37.3%
LII vs BIYA
-99.9%
+62.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.8% |
| 7D | -2.3% | +2.5% | -4.8% | -2.3% |
| 30D | -1.7% | -22.3% | +20.6% | -1.5% |
| 3M | -18.3% | -54.8% | +36.5% | -18.0% |
| 6M | -32.3% | -86.5% | +54.1% | -32.3% |
| YTD | -27.1% | -96.8% | +69.7% | -25.9% |
| 1Y | -27.2% | -98.6% | +71.4% | -25.2% |
| All | -37.3% | -99.9% | +62.6% | -34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling