+46.7%
A vs BIYA
-99.9%
+146.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.7% |
| 7D | -0.1% | -10.5% | +10.4% | -0.1% |
| 30D | +3.4% | -51.7% | +55.1% | +3.2% |
| 3M | +23.8% | -60.8% | +84.6% | +23.7% |
| 6M | +49.0% | -90.6% | +139.6% | +48.9% |
| YTD | +29.4% | -97.1% | +126.5% | +29.7% |
| 1Y | +19.4% | -99.1% | +118.4% | +21.6% |
| All | +46.7% | -99.9% | +146.6% | +49.8% |
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