+28.8%
D vs BIYA
-99.8%
+128.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.4% |
| 7D | +1.5% | +1.3% | +0.1% | +1.5% |
| 30D | -2.6% | -21.0% | +18.4% | -2.6% |
| 3M | 0.0% | -74.3% | +74.3% | +0.4% |
| 6M | +7.4% | -84.6% | +92.0% | +7.6% |
| YTD | +15.9% | -94.2% | +110.0% | +17.3% |
| 1Y | +18.1% | -98.2% | +116.3% | +20.9% |
| All | +28.8% | -99.8% | +128.6% | +33.7% |
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