-98.7%
BIYA vs SM
+64.7%
-163.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.4% | +4.8% |
| 7D | -4.1% | -19.5% | +15.4% | -2.6% |
| 30D | -35.5% | -20.2% | -15.3% | -34.5% |
| 3M | -56.3% | -6.5% | -49.8% | -57.0% |
| 6M | -88.7% | +1.6% | -90.2% | -89.6% |
| YTD | -97.0% | +61.2% | -158.2% | -97.7% |
| 1Y | -98.7% | +65.4% | -164.1% | -99.0% |
| All | -98.7% | +64.7% | -163.4% | -99.0% |
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