+54.7%
AA vs BIYA
-99.8%
+154.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +1.7% | +2.7% | -1.1% | +1.7% |
| 30D | +3.3% | -18.7% | +22.0% | +3.3% |
| 3M | -29.4% | -72.0% | +42.6% | -29.3% |
| 6M | -12.8% | -86.4% | +73.6% | -12.4% |
| YTD | -2.1% | -94.2% | +92.0% | -1.6% |
| 1Y | +62.8% | -98.4% | +161.2% | +67.0% |
| All | +54.7% | -99.8% | +154.4% | +59.6% |
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