+26.8%
SLB vs BIYA
-99.9%
+126.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | -7.1% | -10.5% | +3.4% | -7.1% |
| 30D | +4.1% | -51.7% | +55.8% | +4.1% |
| 3M | -2.6% | -60.8% | +58.1% | -2.4% |
| 6M | -8.6% | -90.6% | +82.0% | -8.1% |
| YTD | +32.2% | -97.1% | +129.3% | +33.5% |
| 1Y | +40.7% | -99.1% | +139.7% | +45.0% |
| All | +26.8% | -99.9% | +126.7% | +31.1% |
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