+84.0%
URI vs BIYA
-99.9%
+183.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.0% |
| 7D | +9.3% | +10.0% | -0.7% | +9.4% |
| 30D | +7.6% | -17.7% | +25.3% | +7.5% |
| 3M | +1.0% | -55.0% | +56.1% | +1.0% |
| 6M | +19.8% | -85.1% | +105.0% | +19.5% |
| YTD | +41.9% | -96.9% | +138.7% | +43.1% |
| 1Y | +33.4% | -98.5% | +131.9% | +36.7% |
| All | +84.0% | -99.9% | +183.8% | +94.5% |
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