-98.5%
BIYA vs HRB
+13.5%
-112.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +1.0% |
| 7D | +9.0% | -5.1% | +14.1% | +12.8% |
| 30D | -12.9% | +8.7% | -21.6% | -18.9% |
| 3M | -54.7% | -5.4% | -49.3% | -53.8% |
| 6M | -85.1% | +41.6% | -126.6% | -88.3% |
| YTD | -96.9% | +18.7% | -115.5% | -97.6% |
| 1Y | -98.5% | +16.4% | -115.0% | -98.9% |
| All | -98.5% | +13.5% | -112.1% | -98.9% |
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