-28.1%
IP vs BIYA
-99.9%
+71.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | -5.1% | -10.5% | +5.4% | -5.0% |
| 30D | +8.5% | -51.7% | +60.3% | +8.8% |
| 3M | -13.8% | -60.8% | +46.9% | -13.6% |
| 6M | +5.7% | -90.6% | +96.3% | +5.9% |
| YTD | -9.1% | -97.1% | +88.0% | -8.3% |
| 1Y | -0.8% | -99.1% | +98.3% | +2.7% |
| All | -28.1% | -99.9% | +71.8% | -23.8% |
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