-11.5%
A vs BBIO
+42.7%
-54.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.7% | +2.7% |
| 7D | -2.6% | -3.2% | +0.6% | -2.4% |
| 30D | -0.9% | -13.6% | +12.7% | +0.2% |
| 3M | +13.6% | +7.2% | +6.4% | +12.9% |
| 6M | +27.8% | +1.5% | +26.4% | +27.5% |
| YTD | +8.6% | -5.3% | +13.9% | +8.6% |
| 1Y | +16.9% | +37.7% | -20.8% | +13.5% |
| 3Y | +32.9% | +153.9% | -121.0% | +22.3% |
| All | -11.5% | +42.7% | -54.3% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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