+155.8%
OPEN vs BIYA
-99.8%
+255.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.0% | +2.7% | -1.7% | +1.0% |
| 30D | -11.9% | -18.7% | +6.8% | -11.9% |
| 3M | -28.8% | -72.0% | +43.3% | -28.7% |
| 6M | -38.6% | -86.4% | +47.8% | -38.3% |
| YTD | -47.3% | -94.2% | +46.8% | -46.9% |
| 1Y | -49.2% | -98.4% | +49.3% | -48.2% |
| All | +155.8% | -99.8% | +255.6% | +167.3% |
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