+16.0%
LIN vs BIYA
-99.9%
+115.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.6% | +6.9% | -0.7% |
| 7D | +3.6% | -10.6% | +14.2% | +3.6% |
| 30D | +6.4% | -19.4% | +25.8% | +6.4% |
| 3M | +6.5% | -61.5% | +68.0% | +6.6% |
| 6M | +4.9% | -91.5% | +96.4% | +4.9% |
| YTD | +23.4% | -97.2% | +120.6% | +23.9% |
| 1Y | +26.3% | -98.4% | +124.7% | +26.9% |
| All | +16.0% | -99.9% | +115.9% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling