-99.8%
BIVI vs SPY
+147.0%
-246.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.3% |
| 7D | -7.6% | +0.5% | -8.1% | -8.5% |
| 30D | +107.2% | -0.9% | +108.2% | +110.2% |
| 3M | +24.0% | +3.9% | +20.1% | +17.3% |
| 6M | +52.2% | +14.5% | +37.7% | +25.0% |
| YTD | +78.4% | +12.9% | +65.5% | +50.1% |
| 1Y | +15.0% | +19.4% | -4.4% | -10.3% |
| 3Y | -99.4% | +78.5% | -177.9% | -99.7% |
| 5Y | -99.7% | +81.8% | -181.5% | -99.9% |
| All | -99.8% | +147.0% | -246.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling