+111.1%
P vs BIYA
-99.9%
+211.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +11.6% | +9.0% | +2.6% | +11.4% |
| 30D | -23.7% | -12.9% | -10.7% | -23.5% |
| 3M | -8.0% | -54.7% | +46.7% | -7.2% |
| 6M | +27.9% | -85.1% | +113.0% | +25.7% |
| YTD | +61.2% | -96.9% | +158.0% | +62.7% |
| 1Y | +28.6% | -98.5% | +127.1% | +32.9% |
| All | +111.1% | -99.9% | +211.0% | +129.0% |
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