+35.9%
DRI vs BIYA
-98.8%
+134.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -0.5% |
| 7D | +4.2% | -4.1% | +8.3% | +4.3% |
| 30D | +15.7% | -35.5% | +51.2% | +16.3% |
| 3M | +5.8% | -56.3% | +62.1% | +6.6% |
| 6M | +18.4% | -88.7% | +107.1% | +18.1% |
| YTD | +28.2% | -97.0% | +125.2% | +33.6% |
| 1Y | +35.9% | -98.7% | +134.6% | +40.6% |
| All | +35.9% | -98.8% | +134.7% | +40.6% |
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