+279.2%
PL vs BIYA
-99.9%
+379.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +1.4% | +13.2% | +14.5% |
| 7D | +10.9% | -7.8% | +18.7% | +11.1% |
| 30D | -16.4% | -38.5% | +22.2% | -15.5% |
| 3M | -39.9% | -59.5% | +19.6% | -39.0% |
| 6M | -63.2% | -89.2% | +26.0% | -63.1% |
| YTD | -27.1% | -97.1% | +70.0% | -24.8% |
| 1Y | +12.2% | -99.0% | +111.2% | +19.8% |
| All | +279.2% | -99.9% | +379.0% | +322.6% |
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