+31.0%
HCA vs BIYA
-99.8%
+130.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.4% |
| 7D | +5.4% | -1.8% | +7.2% | +5.4% |
| 30D | +3.0% | -17.5% | +20.5% | +3.0% |
| 3M | +13.0% | -78.0% | +91.0% | +13.2% |
| 6M | -20.3% | -89.5% | +69.2% | -19.6% |
| YTD | -8.2% | -94.3% | +86.0% | -7.5% |
| 1Y | +6.7% | -98.6% | +105.3% | +8.8% |
| All | +31.0% | -99.8% | +130.8% | +36.7% |
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