+38.4%
XYZ vs BIYA
-99.9%
+138.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -1.1% | +9.0% | -10.1% | -1.1% |
| 30D | +11.5% | -12.9% | +24.5% | +11.5% |
| 3M | +1.8% | -54.7% | +56.5% | +2.0% |
| 6M | +21.2% | -85.1% | +106.3% | +20.8% |
| YTD | +29.9% | -96.9% | +126.8% | +33.1% |
| 1Y | +35.8% | -98.5% | +134.3% | +41.9% |
| All | +38.4% | -99.9% | +138.3% | +58.0% |
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