+133.9%
HL vs BIYA
-98.3%
+232.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.5% |
| 7D | +1.5% | +1.3% | +0.1% | +1.5% |
| 30D | +25.1% | -21.0% | +46.0% | +24.9% |
| 3M | +22.9% | -74.3% | +97.2% | +22.5% |
| 6M | -4.9% | -84.6% | +79.7% | -3.8% |
| YTD | +7.8% | -94.2% | +102.0% | +14.5% |
| 1Y | +133.9% | -98.2% | +232.1% | +199.1% |
| All | +133.9% | -98.3% | +232.2% | +199.1% |
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