+143.1%
ILMN vs BIYA
-99.9%
+243.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.5% |
| 7D | -9.7% | -10.5% | +0.8% | -9.9% |
| 30D | -20.4% | -51.7% | +31.3% | -21.4% |
| 3M | +10.0% | -60.8% | +70.8% | +8.8% |
| 6M | +49.5% | -90.6% | +140.1% | +49.2% |
| YTD | +62.5% | -97.1% | +159.6% | +62.2% |
| 1Y | +76.0% | -99.1% | +175.1% | +76.5% |
| All | +143.1% | -99.9% | +243.0% | +140.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling