-28.7%
IP vs BIYA
-99.9%
+71.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.6% | +3.6% | -3.9% |
| 7D | -5.0% | -10.6% | +5.6% | -4.9% |
| 30D | +6.5% | -19.4% | +25.9% | +6.5% |
| 3M | -18.0% | -61.5% | +43.5% | -17.8% |
| 6M | +10.3% | -91.5% | +101.9% | +10.7% |
| YTD | -9.9% | -97.2% | +87.3% | -9.1% |
| 1Y | -1.1% | -98.4% | +97.3% | +0.4% |
| All | -28.7% | -99.9% | +71.2% | -24.5% |
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 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