+65.8%
FN vs BIYA
-99.9%
+165.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.4% | +10.5% | +11.9% |
| 7D | +16.3% | -7.8% | +24.1% | +16.3% |
| 30D | -24.7% | -38.5% | +13.8% | -24.8% |
| 3M | -34.9% | -59.5% | +24.6% | -35.0% |
| 6M | -41.1% | -89.2% | +48.1% | -41.7% |
| YTD | -19.6% | -97.1% | +77.5% | -18.7% |
| 1Y | -18.5% | -99.0% | +80.5% | -16.2% |
| All | +65.8% | -99.9% | +165.7% | +75.8% |
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