-73.1%
SMR vs BIYA
-98.3%
+25.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.6% |
| 7D | +4.4% | +1.3% | +3.1% | +4.5% |
| 30D | +3.4% | -21.0% | +24.4% | +2.8% |
| 3M | -19.2% | -74.3% | +55.2% | -20.7% |
| 6M | -22.6% | -84.6% | +62.0% | -20.8% |
| YTD | -31.5% | -94.2% | +62.6% | -28.7% |
| 1Y | -73.1% | -98.2% | +25.1% | -66.2% |
| All | -73.1% | -98.3% | +25.2% | -66.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling