+23.7%
SGI vs BIYA
-99.8%
+123.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +0.6% | +2.7% | -2.1% | +0.6% |
| 30D | +5.5% | -16.7% | +22.2% | +5.7% |
| 3M | -3.6% | -74.6% | +71.0% | -3.5% |
| 6M | -15.0% | -85.4% | +70.4% | -14.8% |
| YTD | -23.0% | -94.2% | +71.2% | -21.0% |
| 1Y | -18.4% | -98.6% | +80.2% | -13.2% |
| All | +23.7% | -99.8% | +123.5% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling