-47.3%
DOCS vs BIYA
-99.9%
+52.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.6% | +3.3% | -4.2% |
| 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% | +54.3% |
| 6M | +28.8% | -91.5% | +120.3% | +28.2% |
| YTD | -25.1% | -97.2% | +72.1% | -24.4% |
| 1Y | -48.1% | -98.4% | +50.3% | -47.1% |
| All | -47.3% | -99.9% | +52.6% | -42.9% |
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