+23.0%
NI vs BIYA
-99.9%
+122.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.3% | +9.0% | -4.7% | +4.3% |
| 30D | +12.4% | -12.9% | +25.3% | +12.3% |
| 3M | +10.2% | -54.7% | +64.9% | +10.0% |
| 6M | -0.8% | -85.1% | +84.3% | -0.5% |
| YTD | +13.2% | -96.9% | +110.1% | +14.2% |
| 1Y | +10.1% | -98.5% | +108.6% | +11.5% |
| All | +23.0% | -99.9% | +122.9% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling