-17.3%
MOS vs BIYA
-99.9%
+82.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -2.0% | +9.0% | -11.0% | -1.8% |
| 30D | +15.3% | -12.9% | +28.3% | +15.1% |
| 3M | +1.5% | -54.7% | +56.2% | +1.0% |
| 6M | -2.0% | -85.1% | +83.1% | -2.2% |
| YTD | -6.5% | -96.9% | +90.4% | -6.9% |
| 1Y | -11.1% | -98.5% | +87.5% | -10.4% |
| All | -17.3% | -99.9% | +82.6% | -11.4% |
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