+1.7%
PEP vs BIYA
-98.3%
+100.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.1% | +2.7% | -2.6% | +0.1% |
| 30D | +0.7% | -18.7% | +19.4% | +0.7% |
| 3M | -0.5% | -72.0% | +71.5% | -0.2% |
| 6M | -11.3% | -86.4% | +75.1% | -11.4% |
| YTD | -0.6% | -94.2% | +93.6% | -0.8% |
| 1Y | +1.7% | -98.4% | +100.1% | -1.7% |
| All | +1.7% | -98.3% | +100.0% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling