+18.0%
Q vs BIYA
-98.4%
+116.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.1% |
| 7D | -3.3% | -4.0% | +0.8% | -3.3% |
| 30D | -9.7% | -15.0% | +5.3% | -9.6% |
| 3M | -16.1% | -58.1% | +42.0% | -16.6% |
| 6M | -15.7% | -90.0% | +74.3% | -16.8% |
| YTD | +45.7% | -96.9% | +142.7% | +48.0% |
| 1Y | +18.0% | -98.2% | +116.2% | +18.7% |
| All | +18.0% | -98.4% | +116.4% | +18.7% |
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