-7.6%
MCD vs BIYA
-99.9%
+92.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.6% | +9.0% | -10.7% | -1.6% |
| 30D | +14.1% | -12.9% | +27.1% | +14.1% |
| 3M | +0.6% | -54.7% | +55.3% | +0.6% |
| 6M | 0.0% | -85.1% | +85.1% | 0.0% |
| YTD | -9.3% | -96.9% | +87.6% | -9.8% |
| 1Y | -9.3% | -98.5% | +89.2% | -10.5% |
| All | -7.6% | -99.9% | +92.2% | -8.4% |
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 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