-31.3%
GIS vs BIYA
-99.8%
+68.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -8.6% | +2.7% | -11.3% | -8.6% |
| 30D | -0.5% | -16.7% | +16.2% | -0.5% |
| 3M | +11.9% | -74.6% | +86.5% | +12.5% |
| 6M | -11.6% | -85.4% | +73.8% | -11.2% |
| YTD | -16.3% | -94.2% | +77.9% | -16.1% |
| 1Y | -21.8% | -98.6% | +76.8% | -21.0% |
| All | -31.3% | -99.8% | +68.5% | -30.3% |
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 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