+22.7%
XLP vs BIYA
-98.3%
+121.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.5% | +9.0% | -6.5% | +2.5% |
| 30D | +7.3% | -12.9% | +20.3% | +7.3% |
| 3M | +8.1% | -54.7% | +62.8% | +8.2% |
| 6M | +10.5% | -85.1% | +95.5% | +10.7% |
| YTD | +21.2% | -96.9% | +118.0% | +21.2% |
| 1Y | +22.7% | -98.5% | +121.2% | +21.5% |
| All | +22.7% | -98.3% | +121.0% | +21.5% |
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 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