+46.6%
TRV vs BIYA
-99.8%
+146.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | -1.5% | -1.3% | -0.2% | -1.5% |
| 30D | -1.8% | -15.9% | +14.1% | -1.7% |
| 3M | +21.6% | -81.2% | +102.8% | +21.9% |
| 6M | +22.5% | -88.2% | +110.7% | +22.3% |
| YTD | +28.1% | -94.1% | +122.3% | +27.8% |
| 1Y | +37.0% | -98.7% | +135.7% | +37.9% |
| All | +46.6% | -99.8% | +146.3% | +48.9% |
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