-98.2%
BIYA vs SM
+70.4%
-168.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -15.3% | +12.0% | -2.4% |
| 7D | -4.0% | -21.5% | +17.5% | -2.8% |
| 30D | -15.0% | -11.4% | -3.6% | -14.6% |
| 3M | -58.1% | +0.6% | -58.7% | -59.0% |
| 6M | -90.0% | +0.2% | -90.2% | -90.5% |
| YTD | -96.9% | +69.7% | -166.6% | -97.5% |
| 1Y | -98.2% | +71.6% | -169.8% | -98.5% |
| All | -98.2% | +70.4% | -168.6% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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