-18.5%
WY vs BIYA
-99.8%
+81.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -1.7% | +2.7% | -4.4% | -1.7% |
| 30D | -9.9% | -16.7% | +6.8% | -9.9% |
| 3M | -7.5% | -74.6% | +67.1% | -7.1% |
| 6M | -5.1% | -85.4% | +80.2% | -4.6% |
| YTD | -2.1% | -94.2% | +92.1% | -0.8% |
| 1Y | -7.3% | -98.6% | +91.2% | -4.8% |
| All | -18.5% | -99.8% | +81.3% | -16.0% |
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 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