+98.0%
BEN vs BIYA
-99.9%
+197.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | +11.3% | +10.0% | +1.3% | +11.2% |
| 30D | +15.0% | -17.7% | +32.7% | +15.2% |
| 3M | +7.8% | -55.0% | +62.9% | +8.5% |
| 6M | +15.5% | -85.1% | +100.6% | +14.8% |
| YTD | +55.4% | -96.9% | +152.3% | +56.3% |
| 1Y | +63.3% | -98.5% | +161.8% | +66.3% |
| All | +98.0% | -99.9% | +197.8% | +104.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling