+108.2%
P vs BIYA
-99.9%
+208.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +1.0% | +4.4% |
| 7D | -4.7% | +2.5% | -7.2% | -4.7% |
| 30D | -31.4% | -22.3% | -9.1% | -31.1% |
| 3M | -2.6% | -54.8% | +52.2% | -1.8% |
| 6M | +21.9% | -86.5% | +108.4% | +20.0% |
| YTD | +58.9% | -96.8% | +155.8% | +60.4% |
| 1Y | +21.7% | -98.6% | +120.4% | +26.0% |
| All | +108.2% | -99.9% | +208.1% | +125.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling