+19.4%
DRI vs BIYA
-99.9%
+119.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.0% |
| 7D | +2.8% | -10.5% | +13.3% | +2.9% |
| 30D | +13.3% | -51.7% | +65.0% | +14.2% |
| 3M | +8.2% | -60.8% | +69.0% | +9.2% |
| 6M | +17.5% | -90.6% | +108.1% | +17.6% |
| YTD | +26.9% | -97.1% | +124.0% | +28.9% |
| 1Y | +31.6% | -99.1% | +130.6% | +35.3% |
| All | +19.4% | -99.9% | +119.3% | +24.8% |
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 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