-26.9%
IP vs BIYA
-99.9%
+73.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -1.1% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | +9.4% | -35.5% | +44.9% | +9.5% |
| 3M | -14.1% | -56.3% | +42.2% | -13.8% |
| 6M | +9.2% | -88.7% | +97.8% | +9.0% |
| YTD | -7.5% | -97.0% | +89.4% | -6.7% |
| 1Y | -2.8% | -98.7% | +95.9% | 0.0% |
| All | -26.9% | -99.9% | +73.0% | -22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling