+29.6%
F vs BIYA
-99.9%
+129.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.8% |
| 7D | -3.9% | +10.0% | -13.9% | -4.0% |
| 30D | -0.5% | -17.7% | +17.2% | -0.3% |
| 3M | -12.9% | -55.0% | +42.1% | -12.4% |
| 6M | +1.5% | -85.1% | +86.7% | +0.7% |
| YTD | -5.0% | -96.9% | +91.9% | -4.7% |
| 1Y | -7.3% | -98.5% | +91.1% | -5.9% |
| All | +29.6% | -99.9% | +129.5% | +34.2% |
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