-98.6%
BIYA vs WSM
+12.7%
-111.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -1.7% |
| 7D | -1.8% | -0.5% | -1.2% | -2.0% |
| 30D | -17.5% | -7.7% | -9.8% | -20.2% |
| 3M | -78.0% | +3.8% | -81.8% | -77.3% |
| 6M | -89.5% | +22.7% | -112.2% | -88.4% |
| YTD | -94.3% | +28.0% | -122.3% | -93.0% |
| 1Y | -98.6% | +12.7% | -111.3% | -98.5% |
| All | -98.6% | +12.7% | -111.3% | -98.5% |
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