+277.4%
HPE vs BIYA
-99.8%
+377.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.6% | +5.1% |
| 7D | +13.6% | +2.7% | +10.9% | +13.6% |
| 30D | +7.7% | -16.7% | +24.4% | +7.9% |
| 3M | +22.4% | -74.6% | +97.0% | +21.9% |
| 6M | +172.6% | -85.4% | +258.0% | +167.5% |
| YTD | +147.5% | -94.2% | +241.7% | +146.3% |
| 1Y | +151.8% | -98.6% | +250.4% | +165.1% |
| All | +277.4% | -99.8% | +377.1% | +309.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling