+186.4%
TER vs BIYA
-99.9%
+286.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +9.0% | +5.3% | +14.5% |
| 30D | -30.6% | -12.9% | -17.6% | -30.7% |
| 3M | -39.2% | -54.7% | +15.5% | -39.6% |
| 6M | -31.3% | -85.1% | +53.8% | -31.7% |
| YTD | +29.1% | -96.9% | +126.0% | +30.4% |
| 1Y | +47.4% | -98.5% | +146.0% | +51.9% |
| All | +186.4% | -99.9% | +286.3% | +203.7% |
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 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