+2.1%
RMD vs BIYA
-99.8%
+101.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -4.5% | +2.7% | -7.2% | -4.5% |
| 30D | +4.6% | -18.7% | +23.3% | +4.7% |
| 3M | +14.8% | -72.0% | +86.8% | +14.8% |
| 6M | -12.1% | -86.4% | +74.3% | -11.5% |
| YTD | -7.5% | -94.2% | +86.7% | -6.1% |
| 1Y | -20.1% | -98.4% | +78.4% | -17.1% |
| All | +2.1% | -99.8% | +101.9% | +7.9% |
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