-48.1%
DOCS vs BIYA
-98.3%
+50.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.6% | +3.3% | -4.3% |
| 7D | -1.3% | -10.6% | +9.2% | -1.3% |
| 30D | +19.4% | -19.4% | +38.8% | +19.3% |
| 3M | +53.4% | -61.5% | +114.9% | +53.7% |
| 6M | +28.8% | -91.5% | +120.3% | +27.0% |
| YTD | -25.1% | -97.2% | +72.1% | -25.2% |
| 1Y | -48.1% | -98.4% | +50.3% | -48.2% |
| All | -48.1% | -98.3% | +50.2% | -48.2% |
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