+13.0%
S vs BIYA
-99.9%
+112.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.6% |
| 7D | -13.4% | -10.5% | -3.0% | -13.5% |
| 30D | -14.0% | -51.7% | +37.8% | -14.1% |
| 3M | +4.9% | -60.8% | +65.6% | +4.8% |
| 6M | +42.0% | -90.6% | +132.6% | +41.5% |
| YTD | +45.1% | -97.1% | +142.3% | +45.3% |
| 1Y | +33.1% | -99.1% | +132.1% | +35.5% |
| All | +13.0% | -99.9% | +112.9% | +17.0% |
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