+28.6%
AMZN vs BIYA
-99.8%
+128.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.8% |
| 7D | -1.0% | +2.7% | -3.8% | -1.0% |
| 30D | -9.2% | -16.7% | +7.4% | -9.3% |
| 3M | +3.4% | -74.6% | +78.0% | +3.5% |
| 6M | +18.2% | -85.4% | +103.6% | +18.0% |
| YTD | +9.3% | -94.2% | +103.5% | +10.4% |
| 1Y | +5.9% | -98.6% | +104.5% | +9.4% |
| All | +28.6% | -99.8% | +128.4% | +34.3% |
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