-33.6%
GIS vs BIYA
-99.8%
+66.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.3% |
| 7D | -6.4% | -1.8% | -4.6% | -6.4% |
| 30D | -6.1% | -17.5% | +11.4% | -6.1% |
| 3M | +7.8% | -78.0% | +85.9% | +8.4% |
| 6M | -8.8% | -89.5% | +80.7% | -8.5% |
| YTD | -19.1% | -94.3% | +75.1% | -18.9% |
| 1Y | -24.8% | -98.6% | +73.8% | -24.1% |
| All | -33.6% | -99.8% | +66.2% | -32.7% |
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