-4.4%
IOT vs BIYA
-99.8%
+95.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.1% |
| 7D | -4.5% | -1.8% | -2.8% | -4.5% |
| 30D | -2.4% | -17.5% | +15.0% | -1.9% |
| 3M | +19.0% | -78.0% | +97.0% | +19.9% |
| 6M | +19.6% | -89.5% | +109.1% | +19.7% |
| YTD | +8.3% | -94.3% | +102.5% | +9.7% |
| 1Y | -0.8% | -98.6% | +97.8% | +6.4% |
| All | -4.4% | -99.8% | +95.3% | +8.7% |
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