-98.4%
BIYA vs FIVE
+65.4%
-163.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +2.7% | +3.7% | -0.9% | +2.8% |
| 30D | -18.7% | +4.0% | -22.7% | -18.7% |
| 3M | -72.0% | +36.2% | -108.3% | -72.1% |
| 6M | -86.4% | +18.0% | -104.4% | -87.5% |
| YTD | -94.2% | +34.9% | -129.0% | -94.3% |
| 1Y | -98.4% | +67.9% | -166.3% | -98.1% |
| All | -98.4% | +65.4% | -163.8% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling