+16.7%
HIG vs BIYA
-99.8%
+116.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.1% | +2.7% | -3.8% | -1.1% |
| 30D | -4.9% | -18.7% | +13.8% | -4.8% |
| 3M | +6.8% | -72.0% | +78.8% | +7.0% |
| 6M | -1.7% | -86.4% | +84.7% | -1.6% |
| YTD | -0.2% | -94.2% | +93.9% | -0.3% |
| 1Y | +5.7% | -98.4% | +104.1% | +6.0% |
| All | +16.7% | -99.8% | +116.5% | +18.0% |
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