+65.7%
MS vs BIYA
-99.9%
+165.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | +1.6% |
| 7D | -1.7% | +2.5% | -4.3% | -1.7% |
| 30D | +0.9% | -22.3% | +23.2% | +0.9% |
| 3M | -10.8% | -54.8% | +44.0% | -10.8% |
| 6M | +0.9% | -86.5% | +87.4% | +0.6% |
| YTD | +9.8% | -96.8% | +106.6% | +11.0% |
| 1Y | +17.1% | -98.6% | +115.7% | +19.5% |
| All | +65.7% | -99.9% | +165.6% | +73.2% |
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