+113.4%
PSX vs BIYA
-99.8%
+213.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.2% |
| 7D | +4.5% | +1.3% | +3.2% | +4.5% |
| 30D | +26.6% | -21.0% | +47.6% | +26.9% |
| 3M | +39.3% | -74.3% | +113.6% | +39.9% |
| 6M | +56.8% | -84.6% | +141.4% | +55.9% |
| YTD | +101.8% | -94.2% | +196.0% | +102.3% |
| 1Y | +99.6% | -98.2% | +197.8% | +104.8% |
| All | +113.4% | -99.8% | +213.2% | +120.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling