+100.5%
BNY vs BIYA
-99.8%
+200.3%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | -1.3% | -1.8% | +0.4% | -1.3% |
| 30D | -0.2% | -17.5% | +17.3% | -0.2% |
| 3M | +14.9% | -78.0% | +93.0% | +15.0% |
| 6M | +40.0% | -89.5% | +129.5% | +40.2% |
| YTD | +42.0% | -94.3% | +136.2% | +42.2% |
| 1Y | +56.9% | -98.6% | +155.4% | +60.3% |
| All | +100.5% | -99.8% | +200.3% | +107.0% |
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