-3.7%
XLC vs BIYA
-98.8%
+95.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.5% | +0.4% |
| 7D | +6.2% | -4.1% | +10.3% | +6.2% |
| 30D | -2.4% | -35.5% | +33.1% | -2.5% |
| 3M | -3.3% | -56.3% | +53.0% | -3.4% |
| 6M | -7.3% | -88.7% | +81.3% | -7.2% |
| YTD | -7.6% | -97.0% | +89.3% | -7.4% |
| 1Y | -3.7% | -98.7% | +95.0% | -1.9% |
| All | -3.7% | -98.8% | +95.1% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling