+98.9%
BEN vs BIYA
-99.9%
+198.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +6.8% | +9.0% | -2.2% | +6.7% |
| 30D | +18.0% | -12.9% | +30.9% | +18.2% |
| 3M | +7.5% | -54.7% | +62.1% | +8.1% |
| 6M | +14.7% | -85.1% | +99.8% | +14.0% |
| YTD | +56.1% | -96.9% | +153.0% | +57.0% |
| 1Y | +69.6% | -98.5% | +168.1% | +72.8% |
| All | +98.9% | -99.9% | +198.7% | +105.7% |
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 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