-99.9%
BIYA vs BWA
+81.7%
-181.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +9.0% | +4.3% | +4.7% | +9.6% |
| 30D | -12.9% | -13.0% | +0.1% | -14.8% |
| 3M | -54.7% | -24.8% | -29.9% | -56.7% |
| 6M | -85.1% | -23.5% | -61.5% | -85.6% |
| YTD | -96.9% | +13.8% | -110.7% | -97.2% |
| 1Y | -98.5% | +13.4% | -112.0% | -98.7% |
| All | -99.9% | +81.7% | -181.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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