+52.0%
CVS vs BIYA
-99.8%
+151.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.5% |
| 7D | +4.0% | +1.3% | +2.6% | +4.0% |
| 30D | -2.4% | -21.0% | +18.6% | -2.4% |
| 3M | +2.7% | -74.3% | +77.0% | +2.7% |
| 6M | +21.9% | -84.6% | +106.5% | +21.6% |
| YTD | +24.7% | -94.2% | +118.9% | +23.2% |
| 1Y | +35.4% | -98.2% | +133.7% | +33.0% |
| All | +52.0% | -99.8% | +151.8% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling