-99.8%
BIYA vs MTB
+41.4%
-141.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +2.7% | +1.1% | +1.7% | +2.3% |
| 30D | -16.7% | -4.6% | -12.0% | -14.9% |
| 3M | -74.6% | +6.3% | -80.9% | -76.4% |
| 6M | -85.4% | +15.6% | -101.0% | -87.4% |
| YTD | -94.2% | +20.6% | -114.7% | -95.1% |
| 1Y | -98.6% | +22.5% | -121.1% | -98.8% |
| All | -99.8% | +41.4% | -141.1% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling