-4.9%
SMCI vs BIYA
-99.8%
+94.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.5% | +7.3% |
| 7D | +1.3% | -1.8% | +3.1% | +1.3% |
| 30D | +6.6% | -17.5% | +24.1% | +6.6% |
| 3M | +25.4% | -78.0% | +103.4% | +24.5% |
| 6M | +26.1% | -89.5% | +115.6% | +25.6% |
| YTD | +37.0% | -94.3% | +131.3% | +39.2% |
| 1Y | -8.8% | -98.6% | +89.8% | -2.4% |
| All | -4.9% | -99.8% | +94.9% | +2.5% |
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