+117.2%
SMH vs BIYA
-99.9%
+217.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +4.9% | +9.0% | -4.1% | +4.9% |
| 30D | -13.8% | -12.9% | -0.9% | -13.9% |
| 3M | -17.4% | -54.7% | +37.3% | -17.5% |
| 6M | -15.0% | -85.1% | +70.1% | -15.4% |
| YTD | +35.2% | -96.9% | +132.0% | +36.4% |
| 1Y | +41.6% | -98.5% | +140.1% | +44.5% |
| All | +117.2% | -99.9% | +217.1% | +126.7% |
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 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