-74.3%
SMR vs BIYA
-99.9%
+25.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -8.3% | +9.0% | -17.3% | -8.1% |
| 30D | -20.1% | -12.9% | -7.1% | -20.3% |
| 3M | -52.7% | -54.7% | +2.0% | -53.2% |
| 6M | -61.0% | -85.1% | +24.0% | -61.2% |
| YTD | -67.1% | -96.9% | +29.8% | -66.3% |
| 1Y | -79.9% | -98.5% | +18.7% | -79.3% |
| All | -74.3% | -99.9% | +25.6% | -73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling