+112.3%
IBKR vs BIYA
-99.8%
+212.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +2.2% |
| 7D | -1.3% | -1.8% | +0.4% | -1.4% |
| 30D | -0.2% | -17.5% | +17.2% | -0.4% |
| 3M | +3.0% | -78.0% | +81.0% | +2.8% |
| 6M | +33.9% | -89.5% | +123.3% | +35.3% |
| YTD | +42.5% | -94.3% | +136.8% | +44.7% |
| 1Y | +44.9% | -98.6% | +143.5% | +51.7% |
| All | +112.3% | -99.8% | +212.1% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling