-58.2%
DOCS vs BIYA
-99.8%
+41.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.0% | -2.7% |
| 7D | -1.4% | +1.3% | -2.8% | -1.4% |
| 30D | +21.8% | -21.0% | +42.8% | +22.1% |
| 3M | +27.3% | -74.3% | +101.6% | +27.3% |
| 6M | -0.3% | -84.6% | +84.3% | -1.7% |
| YTD | -40.5% | -94.2% | +53.7% | -40.2% |
| 1Y | -61.5% | -98.2% | +36.7% | -60.1% |
| All | -58.2% | -99.8% | +41.6% | -54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling