+126.8%
EWT vs BIYA
-99.8%
+226.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.5% |
| 7D | -1.1% | -1.3% | +0.2% | -1.1% |
| 30D | +4.8% | -15.9% | +20.7% | +4.8% |
| 3M | +11.1% | -81.2% | +92.4% | +10.9% |
| 6M | +54.6% | -88.2% | +142.9% | +54.3% |
| YTD | +71.4% | -94.1% | +165.6% | +71.5% |
| 1Y | +82.1% | -98.7% | +180.8% | +84.5% |
| All | +126.8% | -99.8% | +226.6% | +126.3% |
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