-99.8%
BIVI vs SPY
+146.5%
-246.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | -0.2% |
| 7D | -3.5% | -0.8% | -2.7% | -2.3% |
| 30D | +23.7% | -1.1% | +24.8% | +25.8% |
| 3M | +16.3% | +3.9% | +12.4% | +10.1% |
| 6M | +36.9% | +13.6% | +23.3% | +13.9% |
| YTD | +66.4% | +12.7% | +53.7% | +40.5% |
| 1Y | +2.7% | +17.5% | -14.8% | -18.0% |
| 3Y | -99.5% | +76.9% | -176.4% | -99.7% |
| 5Y | -99.7% | +83.6% | -183.3% | -99.9% |
| All | -99.8% | +146.5% | -246.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling