-12.4%
AUR vs BIYA
-99.8%
+87.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.6% |
| 7D | +0.2% | -1.3% | +1.5% | +0.2% |
| 30D | -8.9% | -15.9% | +7.0% | -9.0% |
| 3M | +4.6% | -81.2% | +85.9% | +2.9% |
| 6M | +44.9% | -88.2% | +133.1% | +44.4% |
| YTD | +64.8% | -94.1% | +159.0% | +64.8% |
| 1Y | +16.4% | -98.7% | +115.0% | +17.3% |
| All | -12.4% | -99.8% | +87.3% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling