+75.1%
CMI vs BIYA
-99.8%
+174.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.7% | -0.9% |
| 7D | +0.8% | -1.3% | +2.1% | +0.8% |
| 30D | -12.8% | -15.9% | +3.1% | -12.7% |
| 3M | -12.4% | -81.2% | +68.8% | -12.4% |
| 6M | -0.9% | -88.2% | +87.4% | -0.5% |
| YTD | +8.9% | -94.1% | +103.0% | +10.6% |
| 1Y | +37.7% | -98.7% | +136.4% | +44.1% |
| All | +75.1% | -99.8% | +174.9% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling