+81.6%
URI vs BIYA
-99.9%
+181.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +6.7% | +9.0% | -2.3% | +6.8% |
| 30D | +8.9% | -12.9% | +21.8% | +8.8% |
| 3M | +0.5% | -54.7% | +55.2% | +0.5% |
| 6M | +20.7% | -85.1% | +105.7% | +20.3% |
| YTD | +40.0% | -96.9% | +136.9% | +41.3% |
| 1Y | +34.4% | -98.5% | +132.9% | +37.8% |
| All | +81.6% | -99.9% | +181.5% | +92.0% |
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