+150.0%
SMH vs BIYA
-99.8%
+249.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | +1.4% | -1.3% | +2.7% | +1.4% |
| 30D | -2.2% | -15.9% | +13.7% | -2.3% |
| 3M | -1.9% | -81.2% | +79.4% | -2.2% |
| 6M | +41.0% | -88.2% | +129.2% | +41.5% |
| YTD | +55.6% | -94.1% | +149.7% | +57.2% |
| 1Y | +86.8% | -98.7% | +185.5% | +94.3% |
| All | +150.0% | -99.8% | +249.8% | +161.2% |
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