+43.2%
TER vs BIYA
-98.4%
+141.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.3% | -3.6% | -6.9% |
| 7D | -19.9% | -4.0% | -15.8% | -20.0% |
| 30D | -43.5% | -15.0% | -28.5% | -43.4% |
| 3M | -37.8% | -58.1% | +20.3% | -38.7% |
| 6M | -25.6% | -90.0% | +64.4% | -26.9% |
| YTD | +29.8% | -96.9% | +126.7% | +30.3% |
| 1Y | +43.2% | -98.2% | +141.4% | +44.2% |
| All | +43.2% | -98.4% | +141.6% | +44.2% |
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