-7.0%
HD vs BIYA
-99.8%
+92.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.2% | +2.7% | -3.9% | -1.2% |
| 30D | -11.1% | -18.7% | +7.6% | -11.2% |
| 3M | +2.0% | -72.0% | +74.1% | +2.1% |
| 6M | -10.5% | -86.4% | +75.9% | -10.1% |
| YTD | -6.9% | -94.2% | +87.3% | -6.2% |
| 1Y | -23.2% | -98.4% | +75.2% | -22.0% |
| All | -7.0% | -99.8% | +92.7% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling