-86.5%
BIYA vs MTB
+4.9%
-91.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.1% |
| 7D | +2.5% | -2.0% | +4.5% | -1.3% |
| 30D | -22.3% | +0.1% | -22.4% | -22.8% |
| 3M | -54.8% | -12.1% | -42.7% | -66.2% |
| 6M | -86.5% | +7.3% | -93.8% | -85.0% |
| All | -86.5% | +4.9% | -91.3% | -85.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling