+103.0%
PSX vs BIYA
-98.4%
+201.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +0.6% |
| 7D | +1.8% | +2.7% | -0.9% | +1.8% |
| 30D | +21.6% | -16.7% | +38.3% | +21.7% |
| 3M | +46.5% | -74.6% | +121.1% | +47.2% |
| 6M | +62.0% | -85.4% | +147.4% | +61.5% |
| YTD | +106.3% | -94.2% | +200.5% | +104.8% |
| 1Y | +103.0% | -98.6% | +201.5% | +97.1% |
| All | +103.0% | -98.4% | +201.3% | +97.1% |
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