+106.2%
A vs BBIO
+136.9%
-30.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.7% | +3.6% | -0.7% |
| 7D | -4.6% | -3.9% | -0.7% | -4.3% |
| 30D | -4.3% | -13.4% | +9.1% | -3.1% |
| 3M | +8.9% | +7.6% | +1.4% | +8.1% |
| 6M | +24.5% | -2.4% | +27.0% | +24.5% |
| YTD | +5.8% | -5.2% | +11.0% | +5.7% |
| 1Y | +16.2% | +36.9% | -20.7% | +12.4% |
| 3Y | +28.5% | +155.2% | -126.7% | +16.2% |
| 5Y | -16.3% | +44.0% | -60.3% | -30.9% |
| All | +106.2% | +136.9% | -30.7% | +51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling