+94.6%
ROIV vs BIYA
-98.8%
+193.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.6% | +1.3% |
| 7D | +14.3% | -4.1% | +18.4% | +14.2% |
| 30D | +16.2% | -35.5% | +51.7% | +15.6% |
| 3M | +15.1% | -56.3% | +71.4% | +14.3% |
| 6M | +44.2% | -88.7% | +132.9% | +43.7% |
| YTD | +89.8% | -97.0% | +186.8% | +85.7% |
| 1Y | +94.6% | -98.7% | +193.3% | +83.5% |
| All | +94.6% | -98.8% | +193.4% | +83.5% |
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