+18.5%
AA vs BIYA
-99.9%
+118.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.9% |
| 7D | +0.9% | -10.5% | +11.4% | +0.8% |
| 30D | -6.7% | -51.7% | +45.1% | -6.9% |
| 3M | -16.3% | -60.8% | +44.4% | -16.5% |
| 6M | -37.1% | -90.6% | +53.5% | -37.5% |
| YTD | -25.0% | -97.1% | +72.1% | -24.7% |
| 1Y | +8.6% | -99.1% | +107.6% | +11.7% |
| All | +18.5% | -99.9% | +118.4% | +22.1% |
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