+15.2%
S vs BIYA
-99.9%
+115.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.0% | +9.0% | -7.0% | +2.0% |
| 30D | -2.7% | -12.9% | +10.2% | -2.7% |
| 3M | -6.9% | -54.7% | +47.8% | -6.9% |
| 6M | +38.1% | -85.1% | +123.1% | +37.7% |
| YTD | +48.0% | -96.9% | +144.9% | +48.2% |
| 1Y | +34.5% | -98.5% | +133.0% | +36.2% |
| All | +15.2% | -99.9% | +115.1% | +19.3% |
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