+89.8%
BEN vs BIYA
-99.8%
+189.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.5% |
| 7D | +0.2% | +1.3% | -1.1% | +0.2% |
| 30D | -0.5% | -21.0% | +20.4% | -0.3% |
| 3M | +9.7% | -74.3% | +84.0% | +9.7% |
| 6M | +33.9% | -84.6% | +118.5% | +32.2% |
| YTD | +49.0% | -94.2% | +143.1% | +49.2% |
| 1Y | +42.1% | -98.2% | +140.3% | +44.5% |
| All | +89.8% | -99.8% | +189.6% | +95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling