+106.6%
HAS vs BIYA
-99.9%
+206.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | -0.2% | -10.5% | +10.3% | -0.1% |
| 30D | +31.0% | -51.7% | +82.8% | +31.1% |
| 3M | +30.7% | -60.8% | +91.4% | +30.8% |
| 6M | +23.9% | -90.6% | +114.5% | +24.8% |
| YTD | +48.3% | -97.1% | +145.4% | +51.0% |
| 1Y | +60.2% | -99.1% | +159.3% | +68.0% |
| All | +106.6% | -99.9% | +206.4% | +124.3% |
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