+37.0%
SOLS vs BIYA
-99.0%
+136.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +14.0% | +9.0% | +5.0% | +14.0% |
| 30D | +10.0% | -12.9% | +22.9% | +10.0% |
| 3M | +5.8% | -54.7% | +60.5% | +5.9% |
| 6M | -25.2% | -85.1% | +59.9% | -25.9% |
| YTD | +36.5% | -96.9% | +133.4% | +34.4% |
| 1Y | +45.0% | -98.5% | +143.6% | +37.6% |
| All | +37.0% | -99.0% | +136.1% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling