+35.9%
BAX vs BIYA
-84.7%
+120.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.0% |
| 7D | -1.1% | +1.3% | -2.5% | -1.1% |
| 30D | -5.5% | -21.0% | +15.5% | -5.7% |
| 3M | +33.5% | -74.3% | +107.9% | +32.8% |
| 6M | +35.9% | -84.6% | +120.5% | +36.2% |
| All | +35.9% | -84.7% | +120.6% | +36.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling