+270.6%
ROIV vs BIYA
-99.9%
+370.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.5% |
| 7D | +9.2% | +10.0% | -0.8% | +9.3% |
| 30D | +19.9% | -17.7% | +37.6% | +19.7% |
| 3M | +10.6% | -55.0% | +65.6% | +10.2% |
| 6M | +36.1% | -85.1% | +121.2% | +36.0% |
| YTD | +84.3% | -96.9% | +181.2% | +84.2% |
| 1Y | +87.6% | -98.5% | +186.1% | +88.7% |
| All | +270.6% | -99.9% | +370.5% | +275.8% |
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 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