+77.6%
HL vs BIYA
-98.7%
+176.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.2% |
| 7D | -4.4% | -1.8% | -2.6% | -4.4% |
| 30D | +9.3% | -17.5% | +26.8% | +9.2% |
| 3M | +32.0% | -78.0% | +110.0% | +31.4% |
| 6M | -6.4% | -89.5% | +83.0% | -2.0% |
| YTD | +3.1% | -94.3% | +97.4% | +9.1% |
| 1Y | +77.6% | -98.6% | +176.2% | +122.8% |
| All | +77.6% | -98.7% | +176.2% | +122.8% |
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 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