+24.1%
PFE vs BIYA
-99.9%
+123.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.6% |
| 7D | -3.7% | -10.5% | +6.8% | -3.7% |
| 30D | +5.0% | -51.7% | +56.7% | +5.0% |
| 3M | +12.2% | -60.8% | +73.0% | +12.2% |
| 6M | +14.6% | -90.6% | +105.2% | +14.8% |
| YTD | +24.1% | -97.1% | +121.3% | +24.8% |
| 1Y | +26.6% | -99.1% | +125.6% | +28.1% |
| All | +24.1% | -99.9% | +123.9% | +24.0% |
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 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