-99.8%
BIYA vs CHD
-10.4%
-89.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | +2.7% | -4.2% | +6.9% | +2.8% |
| 30D | -16.7% | -7.6% | -9.1% | -16.5% |
| 3M | -74.6% | -1.6% | -73.0% | -74.4% |
| 6M | -85.4% | -6.3% | -79.1% | -85.5% |
| YTD | -94.2% | +14.6% | -108.8% | -94.0% |
| 1Y | -98.6% | +1.6% | -100.2% | -98.6% |
| All | -99.8% | -10.4% | -89.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling