+84.9%
MDB vs BIYA
-99.8%
+184.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -18.0% | +2.7% | -20.7% | -18.0% |
| 30D | -10.7% | -18.7% | +8.0% | -10.6% |
| 3M | +1.0% | -72.0% | +73.0% | +1.0% |
| 6M | +31.6% | -86.4% | +118.0% | +31.3% |
| YTD | -15.2% | -94.2% | +79.0% | -13.5% |
| 1Y | +10.1% | -98.4% | +108.5% | +17.8% |
| All | +84.9% | -99.8% | +184.7% | +104.6% |
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