+289.9%
DELL vs BIYA
-99.9%
+389.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | +17.1% | +10.0% | +7.1% | +17.0% |
| 30D | -35.1% | -17.7% | -17.4% | -34.9% |
| 3M | -23.3% | -55.0% | +31.7% | -22.8% |
| 6M | +55.8% | -85.1% | +140.9% | +52.2% |
| YTD | +198.0% | -96.9% | +294.8% | +199.2% |
| 1Y | +166.6% | -98.5% | +265.1% | +176.9% |
| All | +289.9% | -99.9% | +389.7% | +345.5% |
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