+130.6%
HPE vs BIYA
-98.7%
+229.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.1% | -6.2% |
| 7D | +1.4% | -1.3% | +2.7% | +1.4% |
| 30D | +1.5% | -15.9% | +17.5% | +1.6% |
| 3M | +21.7% | -81.2% | +103.0% | +21.5% |
| 6M | +164.2% | -88.2% | +252.4% | +158.3% |
| YTD | +132.1% | -94.1% | +226.2% | +126.4% |
| 1Y | +130.6% | -98.7% | +229.3% | +166.8% |
| All | +130.6% | -98.7% | +229.4% | +166.8% |
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