+36.0%
XRT vs BIYA
-99.9%
+135.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -0.4% |
| 7D | +4.1% | -4.1% | +8.2% | +4.1% |
| 30D | +9.9% | -35.5% | +45.4% | +10.2% |
| 3M | +2.3% | -56.3% | +58.6% | +2.6% |
| 6M | +9.6% | -88.7% | +98.2% | +9.5% |
| YTD | +9.1% | -97.0% | +106.1% | +10.0% |
| 1Y | +16.2% | -98.7% | +114.9% | +18.0% |
| All | +36.0% | -99.9% | +135.8% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling