-98.7%
BIYA vs HRB
-8.2%
-90.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | -1.3% | -12.2% | +10.9% | +9.6% |
| 30D | -15.9% | -3.0% | -13.0% | -17.0% |
| 3M | -81.2% | +21.7% | -103.0% | -83.8% |
| 6M | -88.2% | +52.3% | -140.6% | -90.5% |
| YTD | -94.1% | +6.5% | -100.6% | -94.2% |
| 1Y | -98.7% | -6.7% | -92.0% | -98.4% |
| All | -98.7% | -8.2% | -90.4% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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