+40.5%
COP vs BIYA
-99.8%
+140.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -0.5% | +2.7% | -3.2% | -0.5% |
| 30D | +11.7% | -16.7% | +28.4% | +11.8% |
| 3M | +17.7% | -74.6% | +92.3% | +18.3% |
| 6M | +18.3% | -85.4% | +103.7% | +17.8% |
| YTD | +49.1% | -94.2% | +143.3% | +49.7% |
| 1Y | +53.3% | -98.6% | +151.9% | +57.9% |
| All | +40.5% | -99.8% | +140.3% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling