-51.5%
Z vs BIYA
-99.8%
+48.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -2.1% |
| 7D | -3.0% | +1.3% | -4.3% | -3.0% |
| 30D | -4.2% | -21.0% | +16.8% | -4.0% |
| 3M | -3.7% | -74.3% | +70.6% | -3.8% |
| 6M | -24.5% | -84.6% | +60.1% | -24.2% |
| YTD | -49.3% | -94.2% | +44.9% | -48.7% |
| 1Y | -58.7% | -98.2% | +39.6% | -57.7% |
| All | -51.5% | -99.8% | +48.3% | -50.1% |
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