+9.9%
IR vs BIYA
-98.5%
+108.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +4.3% | +10.0% | -5.7% | +4.3% |
| 30D | +8.1% | -17.7% | +25.8% | +7.9% |
| 3M | +0.7% | -55.0% | +55.7% | +0.4% |
| 6M | +16.6% | -85.1% | +101.8% | +16.4% |
| YTD | +7.8% | -96.9% | +104.7% | +10.1% |
| 1Y | +9.9% | -98.5% | +108.4% | +10.4% |
| All | +9.9% | -98.5% | +108.4% | +10.4% |
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