-47.3%
DOCS vs BIYA
-98.4%
+51.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.3% | +9.6% | +6.4% |
| 7D | +1.2% | -4.0% | +5.3% | +1.2% |
| 30D | +21.3% | -15.0% | +36.3% | +21.2% |
| 3M | +58.4% | -58.1% | +116.5% | +58.7% |
| 6M | +39.3% | -90.0% | +129.3% | +37.3% |
| YTD | -21.7% | -96.9% | +75.2% | -21.9% |
| 1Y | -47.3% | -98.2% | +50.9% | -47.4% |
| All | -47.3% | -98.4% | +51.1% | -47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling