+1.4%
OMC vs BIYA
-99.8%
+101.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.0% | -3.5% |
| 7D | -4.2% | +2.7% | -7.0% | -4.3% |
| 30D | -7.5% | -16.7% | +9.2% | -7.4% |
| 3M | +4.6% | -74.6% | +79.3% | +4.9% |
| 6M | -4.8% | -85.4% | +80.6% | -5.0% |
| YTD | -1.0% | -94.2% | +93.2% | -0.6% |
| 1Y | +3.8% | -98.6% | +102.4% | +6.5% |
| All | +1.4% | -99.8% | +101.1% | +4.2% |
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