-99.8%
BIYA vs BBWI
-32.4%
-67.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.5% |
| 7D | +2.7% | +1.6% | +1.2% | +2.5% |
| 30D | -18.7% | -6.2% | -12.5% | -18.0% |
| 3M | -72.0% | +4.3% | -76.4% | -73.3% |
| 6M | -86.4% | -7.2% | -79.2% | -86.9% |
| YTD | -94.2% | -3.0% | -91.1% | -94.5% |
| 1Y | -98.4% | -30.8% | -67.7% | -98.2% |
| All | -99.8% | -32.4% | -67.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 5y: compounded portfolio wealth divided by compounded BBWI 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…
5y analysis · Full analysis span regression · 6 months rolling