-98.4%
BIYA vs WSM
+35.8%
-134.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.2% | -3.3% | -9.7% |
| 7D | -10.6% | -0.5% | -10.1% | -10.6% |
| 30D | -19.4% | +7.1% | -26.5% | -16.0% |
| 3M | -61.5% | +4.5% | -66.0% | -60.2% |
| 6M | -91.5% | +44.4% | -135.9% | -89.3% |
| YTD | -97.2% | +46.8% | -143.9% | -95.7% |
| 1Y | -98.4% | +31.7% | -130.2% | -98.3% |
| All | -98.4% | +35.8% | -134.2% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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