+54.2%
SPG vs BIYA
-99.9%
+154.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.7% | +2.0% |
| 7D | +5.1% | -7.8% | +12.9% | +5.1% |
| 30D | +16.8% | -38.5% | +55.4% | +16.9% |
| 3M | +5.7% | -59.5% | +65.2% | +5.9% |
| 6M | +17.8% | -89.2% | +107.0% | +18.3% |
| YTD | +30.1% | -97.1% | +127.2% | +31.7% |
| 1Y | +32.8% | -99.0% | +131.8% | +36.3% |
| All | +54.2% | -99.9% | +154.1% | +61.4% |
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