+10.6%
BN vs BIYA
-99.8%
+110.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -1.2% | +2.7% | -3.9% | -1.2% |
| 30D | -10.9% | -18.7% | +7.8% | -10.8% |
| 3M | -11.1% | -72.0% | +61.0% | -11.2% |
| 6M | -4.4% | -86.4% | +82.0% | -4.4% |
| YTD | -14.1% | -94.2% | +80.0% | -13.0% |
| 1Y | -11.1% | -98.4% | +87.4% | -7.1% |
| All | +10.6% | -99.8% | +110.4% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling