+22.2%
XLP vs BIYA
-98.9%
+121.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.9% |
| 7D | +0.1% | -7.8% | +7.9% | +0.1% |
| 30D | +8.9% | -38.5% | +47.5% | +9.0% |
| 3M | +7.5% | -59.5% | +67.0% | +7.6% |
| 6M | +9.4% | -89.2% | +98.6% | +9.7% |
| YTD | +19.3% | -97.1% | +116.4% | +19.4% |
| All | +22.2% | -98.9% | +121.1% | +21.3% |
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