+8.6%
ORCL vs BIYA
-99.8%
+108.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +15.0% | +2.7% | +12.3% | +15.0% |
| 30D | +10.5% | -18.7% | +29.2% | +10.5% |
| 3M | -23.0% | -72.0% | +49.0% | -23.6% |
| 6M | +7.0% | -86.4% | +93.4% | +6.6% |
| YTD | -15.8% | -94.2% | +78.3% | -15.4% |
| 1Y | -31.1% | -98.4% | +67.4% | -29.7% |
| All | +8.6% | -99.8% | +108.4% | +8.4% |
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