-99.8%
BIYA vs CHD
-11.6%
-88.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.9% |
| 7D | -1.3% | -4.7% | +3.4% | -1.2% |
| 30D | -15.9% | -8.3% | -7.6% | -15.8% |
| 3M | -81.2% | -4.0% | -77.2% | -81.1% |
| 6M | -88.2% | -6.5% | -81.7% | -88.3% |
| YTD | -94.1% | +13.1% | -107.2% | -93.9% |
| 1Y | -98.7% | +2.3% | -101.0% | -98.7% |
| All | -99.8% | -11.6% | -88.2% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling