+9.1%
IR vs BIYA
-98.4%
+107.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.8% | -0.5% |
| 7D | +11.6% | -4.0% | +15.6% | +11.5% |
| 30D | +7.2% | -15.0% | +22.2% | +7.2% |
| 3M | -5.9% | -58.1% | +52.2% | -6.2% |
| 6M | +11.5% | -90.0% | +101.5% | +10.8% |
| YTD | +6.3% | -96.9% | +103.3% | +7.5% |
| 1Y | +9.1% | -98.2% | +107.3% | +10.1% |
| All | +9.1% | -98.4% | +107.5% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling