+280.9%
ADI vs BBIO
+136.7%
+144.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -3.2% | +7.8% | +4.9% |
| 30D | -1.2% | -13.6% | +12.4% | +0.4% |
| 3M | -7.8% | +7.2% | -15.1% | -8.7% |
| 6M | +19.3% | +1.5% | +17.9% | +18.7% |
| YTD | +40.9% | -5.3% | +46.2% | +40.6% |
| 1Y | +54.5% | +37.7% | +16.8% | +47.4% |
| 3Y | +123.4% | +153.9% | -30.5% | +95.1% |
| 5Y | +142.3% | +43.9% | +98.4% | +90.7% |
| All | +280.9% | +136.7% | +144.2% | +150.1% |
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