+32.4%
XLI vs BIYA
-99.8%
+132.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -0.6% | +2.7% | -3.3% | -0.6% |
| 30D | -6.9% | -16.7% | +9.7% | -6.9% |
| 3M | -1.9% | -74.6% | +72.7% | -2.1% |
| 6M | +1.0% | -85.4% | +86.4% | +1.0% |
| YTD | +11.3% | -94.2% | +105.5% | +12.2% |
| 1Y | +15.8% | -98.6% | +114.4% | +18.8% |
| All | +32.4% | -99.8% | +132.1% | +37.2% |
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