+9.5%
AGI vs BIYA
-98.7%
+108.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.6% |
| 7D | -2.7% | -1.8% | -1.0% | -2.8% |
| 30D | +7.2% | -17.5% | +24.7% | +6.6% |
| 3M | +4.3% | -78.0% | +82.3% | +2.0% |
| 6M | -27.1% | -89.5% | +62.4% | -26.1% |
| YTD | -6.6% | -94.3% | +87.7% | -6.9% |
| 1Y | +9.5% | -98.6% | +108.1% | +25.6% |
| All | +9.5% | -98.7% | +108.2% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling