-14.8%
ORCL vs BIYA
-99.9%
+85.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.0% |
| 7D | +10.4% | +10.0% | +0.4% | +10.3% |
| 30D | -11.2% | -17.7% | +6.5% | -11.2% |
| 3M | -16.8% | -55.0% | +38.3% | -16.7% |
| 6M | -31.5% | -85.1% | +53.7% | -31.8% |
| YTD | -33.9% | -96.9% | +63.0% | -33.5% |
| 1Y | -43.3% | -98.5% | +55.2% | -42.6% |
| All | -14.8% | -99.9% | +85.1% | -14.8% |
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