+31.0%
ETR vs BIYA
-99.8%
+130.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.3% |
| 7D | -1.9% | -1.3% | -0.6% | -1.9% |
| 30D | -0.2% | -15.9% | +15.7% | -0.3% |
| 3M | -3.7% | -81.2% | +77.5% | -3.3% |
| 6M | +2.1% | -88.2% | +90.3% | +2.9% |
| YTD | +16.5% | -94.1% | +110.6% | +17.8% |
| 1Y | +22.5% | -98.7% | +121.2% | +25.0% |
| All | +31.0% | -99.8% | +130.8% | +33.7% |
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