-24.5%
XYL vs BIYA
-98.3%
+73.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -2.0% |
| 7D | -5.0% | +1.3% | -6.4% | -5.1% |
| 30D | -13.2% | -21.0% | +7.8% | -13.2% |
| 3M | -3.7% | -74.3% | +70.6% | -3.7% |
| 6M | -17.7% | -84.6% | +66.9% | -16.9% |
| YTD | -21.5% | -94.2% | +72.6% | -19.9% |
| 1Y | -24.5% | -98.2% | +73.7% | -22.8% |
| All | -24.5% | -98.3% | +73.8% | -22.8% |
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