-43.5%
FND vs BIYA
-99.8%
+56.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.8% | +2.7% | -3.5% | -0.8% |
| 30D | -19.6% | -16.7% | -2.9% | -19.6% |
| 3M | -4.3% | -74.6% | +70.3% | -4.8% |
| 6M | -20.4% | -85.4% | +64.9% | -20.5% |
| YTD | -21.9% | -94.2% | +72.3% | -21.6% |
| 1Y | -45.2% | -98.6% | +53.4% | -44.2% |
| All | -43.5% | -99.8% | +56.3% | -41.9% |
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