+40.5%
ALL vs BIYA
-98.4%
+138.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.3% | +6.1% | +2.9% |
| 7D | +7.5% | -4.0% | +11.6% | +7.6% |
| 30D | +19.7% | -15.0% | +34.7% | +19.6% |
| 3M | +2.9% | -58.1% | +61.0% | +3.2% |
| 6M | +23.5% | -90.0% | +113.5% | +24.2% |
| YTD | +31.1% | -96.9% | +128.1% | +30.3% |
| 1Y | +40.5% | -98.2% | +138.7% | +39.8% |
| All | +40.5% | -98.4% | +138.8% | +39.8% |
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 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