+38.7%
ETR vs BIYA
-99.9%
+138.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | +0.3% |
| 7D | +0.1% | +2.5% | -2.4% | +0.1% |
| 30D | +7.7% | -22.3% | +30.0% | +7.6% |
| 3M | +5.7% | -54.8% | +60.5% | +5.5% |
| 6M | -0.3% | -86.5% | +86.2% | 0.0% |
| YTD | +23.4% | -96.8% | +120.2% | +24.6% |
| 1Y | +18.5% | -98.6% | +117.1% | +20.1% |
| All | +38.7% | -99.9% | +138.6% | +41.4% |
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