-84.6%
BIYA vs BWA
+24.4%
-109.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.5% | +0.5% |
| 7D | +1.3% | +5.7% | -4.3% | +5.9% |
| 30D | -21.0% | +1.4% | -22.4% | -19.9% |
| 3M | -74.3% | -12.1% | -62.2% | -74.5% |
| 6M | -84.6% | +28.6% | -113.2% | -74.5% |
| All | -84.6% | +24.4% | -109.0% | -74.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling