+32.1%
MO vs BIYA
-99.8%
+131.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.3% |
| 7D | -1.0% | -1.3% | +0.3% | -1.0% |
| 30D | +5.8% | -15.9% | +21.7% | +5.9% |
| 3M | -4.5% | -81.2% | +76.7% | -3.6% |
| 6M | +5.7% | -88.2% | +94.0% | +6.0% |
| YTD | +23.1% | -94.1% | +117.3% | +23.6% |
| 1Y | +10.9% | -98.7% | +109.6% | +11.8% |
| All | +32.1% | -99.8% | +131.8% | +33.8% |
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