+148.1%
ACWI vs BBIO
+144.2%
+3.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.1% | -2.4% | +3.4% | +1.3% |
| 30D | -0.2% | -11.5% | +11.3% | +0.7% |
| 3M | +4.7% | +11.0% | -6.3% | +3.7% |
| 6M | +14.5% | +14.4% | +0.1% | +13.0% |
| YTD | +14.6% | -2.3% | +16.9% | +14.2% |
| 1Y | +21.4% | +37.7% | -16.3% | +17.8% |
| 3Y | +77.6% | +163.1% | -85.5% | +61.4% |
| 5Y | +68.1% | +49.5% | +18.6% | +41.6% |
| All | +148.1% | +144.2% | +3.8% | +83.0% |
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 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