+30.1%
ET vs BIYA
-99.8%
+129.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +0.6% | +2.7% | -2.1% | +0.6% |
| 30D | +5.3% | -16.7% | +22.0% | +5.4% |
| 3M | +15.6% | -74.6% | +90.3% | +16.1% |
| 6M | +20.6% | -85.4% | +106.0% | +20.2% |
| YTD | +38.5% | -94.2% | +132.7% | +39.4% |
| 1Y | +35.7% | -98.6% | +134.3% | +41.6% |
| All | +30.1% | -99.8% | +129.9% | +39.4% |
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