-11.3%
ABT vs BBIO
+42.7%
-54.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -5.9% | -3.2% | -2.7% | -5.8% |
| 30D | -8.1% | -13.6% | +5.5% | -7.6% |
| 3M | +14.5% | +7.2% | +7.3% | +14.2% |
| 6M | -6.3% | +1.5% | -7.8% | -6.5% |
| YTD | -17.1% | -5.3% | -11.8% | -17.2% |
| 1Y | -21.4% | +37.7% | -59.1% | -22.6% |
| 3Y | +5.9% | +153.9% | -148.0% | +1.3% |
| All | -11.3% | +42.7% | -54.0% | -25.0% |
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