-35.2%
GIS vs BIYA
-99.9%
+64.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -3.4% | +9.0% | -12.4% | -3.3% |
| 30D | +6.9% | -12.9% | +19.8% | +6.8% |
| 3M | -10.1% | -54.7% | +44.6% | -10.2% |
| 6M | +5.9% | -85.1% | +90.9% | +6.1% |
| YTD | -21.1% | -96.9% | +75.8% | -21.0% |
| 1Y | -22.5% | -98.5% | +76.0% | -22.2% |
| All | -35.2% | -99.9% | +64.7% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling