+86.5%
BEN vs BIYA
-99.8%
+186.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | +3.4% | +2.7% | +0.6% | +3.3% |
| 30D | +1.8% | -16.7% | +18.5% | +2.0% |
| 3M | +8.4% | -74.6% | +83.0% | +8.4% |
| 6M | +35.6% | -85.4% | +121.0% | +34.1% |
| YTD | +46.4% | -94.2% | +140.5% | +46.6% |
| 1Y | +46.3% | -98.6% | +144.9% | +49.6% |
| All | +86.5% | -99.8% | +186.2% | +92.1% |
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