+11.8%
LNT vs BIYA
-99.8%
+111.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | -1.0% | -1.8% | +0.7% | -1.0% |
| 30D | -4.2% | -17.5% | +13.2% | -4.3% |
| 3M | -6.7% | -78.0% | +71.3% | -6.3% |
| 6M | -3.6% | -89.5% | +85.9% | -3.0% |
| YTD | +5.9% | -94.3% | +100.1% | +6.6% |
| 1Y | +7.3% | -98.6% | +105.8% | +8.3% |
| All | +11.8% | -99.8% | +111.5% | +12.8% |
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 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