+25.0%
HL vs BIYA
-98.4%
+123.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -3.3% | +16.4% | +13.1% |
| 7D | +0.2% | -4.0% | +4.2% | +0.2% |
| 30D | -12.1% | -15.0% | +2.9% | -12.0% |
| 3M | -2.8% | -58.1% | +55.3% | -3.4% |
| 6M | -14.9% | -90.0% | +75.1% | -15.0% |
| YTD | -22.0% | -96.9% | +74.9% | -18.1% |
| 1Y | +25.0% | -98.2% | +123.2% | +35.0% |
| All | +25.0% | -98.4% | +123.4% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling