+70.7%
BHP vs BIYA
-99.9%
+170.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.9% |
| 7D | +2.5% | +10.0% | -7.5% | +2.5% |
| 30D | -5.2% | -17.7% | +12.5% | -5.3% |
| 3M | -8.7% | -55.0% | +46.3% | -8.9% |
| 6M | -6.9% | -85.1% | +78.3% | -7.2% |
| YTD | +39.0% | -96.9% | +135.8% | +39.9% |
| 1Y | +48.9% | -98.5% | +147.4% | +51.9% |
| All | +70.7% | -99.9% | +170.5% | +77.5% |
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