+13.7%
AR vs BIYA
-98.4%
+112.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.3% | -3.0% | -6.3% |
| 7D | -11.1% | -4.0% | -7.1% | -11.1% |
| 30D | +7.9% | -15.0% | +22.9% | +7.8% |
| 3M | +4.9% | -58.1% | +63.0% | +5.1% |
| 6M | -5.3% | -90.0% | +84.7% | -4.7% |
| YTD | +8.6% | -96.9% | +105.5% | +10.1% |
| 1Y | +13.7% | -98.2% | +111.9% | +15.8% |
| All | +13.7% | -98.4% | +112.1% | +15.8% |
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