+1,057.5%
BE vs BIYA
-99.8%
+1,157.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | +29.8% | +2.7% | +27.0% | +29.8% |
| 30D | +26.4% | -18.7% | +45.1% | +26.2% |
| 3M | +9.3% | -72.0% | +81.4% | +6.7% |
| 6M | +105.1% | -86.4% | +191.4% | +103.2% |
| YTD | +219.0% | -94.2% | +313.2% | +223.4% |
| 1Y | +418.8% | -98.4% | +517.2% | +439.8% |
| All | +1,057.5% | -99.8% | +1,157.3% | +1,097.7% |
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