+57.8%
HWM vs BIYA
-99.9%
+157.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.4% |
| 7D | +3.3% | -10.5% | +13.8% | +3.3% |
| 30D | -7.6% | -51.7% | +44.1% | -7.9% |
| 3M | -28.9% | -60.8% | +31.8% | -29.1% |
| 6M | -19.7% | -90.6% | +70.9% | -19.5% |
| YTD | +0.5% | -97.1% | +97.7% | +2.0% |
| 1Y | +0.3% | -99.1% | +99.3% | +3.4% |
| All | +57.8% | -99.9% | +157.7% | +67.8% |
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 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