+48.2%
FN vs BIYA
-99.9%
+148.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.9% | +10.8% | +11.7% |
| 7D | 0.0% | -10.5% | +10.4% | 0.0% |
| 30D | -34.3% | -51.7% | +17.4% | -34.4% |
| 3M | -39.9% | -60.8% | +20.9% | -40.0% |
| 6M | -51.8% | -90.6% | +38.8% | -52.4% |
| YTD | -28.1% | -97.1% | +69.0% | -27.3% |
| 1Y | -29.1% | -99.1% | +70.0% | -27.0% |
| All | +48.2% | -99.9% | +148.1% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling