-11.3%
DOW vs BIYA
-99.8%
+88.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.6% |
| 7D | -6.0% | +2.7% | -8.7% | -6.0% |
| 30D | -2.7% | -16.7% | +13.9% | -2.7% |
| 3M | -10.5% | -74.6% | +64.2% | -9.9% |
| 6M | -12.4% | -85.4% | +73.0% | -12.5% |
| YTD | +30.0% | -94.2% | +124.2% | +31.0% |
| 1Y | +27.8% | -98.6% | +126.4% | +33.7% |
| All | -11.3% | -99.8% | +88.4% | -6.1% |
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