+22.3%
LNT vs BIYA
-99.9%
+122.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -0.5% | +10.0% | -10.5% | -0.5% |
| 30D | +9.9% | -17.7% | +27.6% | +9.9% |
| 3M | +4.8% | -55.0% | +59.8% | +4.6% |
| 6M | +2.2% | -85.1% | +87.3% | +2.5% |
| YTD | +15.9% | -96.9% | +112.7% | +16.6% |
| 1Y | +10.6% | -98.5% | +109.0% | +11.4% |
| All | +22.3% | -99.9% | +122.2% | +23.3% |
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