+11.2%
NI vs BIYA
-99.8%
+110.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.3% | +2.7% | -0.4% | +2.3% |
| 30D | -1.7% | -18.7% | +17.0% | -1.7% |
| 3M | -8.0% | -72.0% | +64.0% | -7.7% |
| 6M | -8.6% | -86.4% | +77.7% | -8.2% |
| YTD | +2.3% | -94.2% | +96.5% | +3.3% |
| 1Y | +6.9% | -98.4% | +105.4% | +8.8% |
| All | +11.2% | -99.8% | +110.9% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling