+28.5%
ADSK vs BBIO
+136.7%
-108.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.5% | -3.2% | +0.7% | -2.2% |
| 30D | -14.9% | -13.6% | -1.3% | -13.3% |
| 3M | +3.3% | +7.2% | -3.9% | +2.1% |
| 6M | -15.7% | +1.5% | -17.1% | -16.2% |
| YTD | -28.2% | -5.3% | -23.0% | -28.5% |
| 1Y | -34.5% | +37.7% | -72.3% | -38.2% |
| 3Y | -2.9% | +153.9% | -156.8% | -18.3% |
| 5Y | -25.3% | +43.9% | -69.2% | -46.0% |
| All | +28.5% | +136.7% | -108.1% | -24.8% |
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