+419.5%
AEIS vs BBIO
+136.7%
+282.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +2.3% | -3.2% | +5.5% | +2.8% |
| 30D | -14.8% | -13.6% | -1.2% | -12.9% |
| 3M | -15.6% | +7.2% | -22.8% | -16.7% |
| 6M | -8.7% | +1.5% | -10.2% | -9.2% |
| YTD | +37.3% | -5.3% | +42.6% | +37.4% |
| 1Y | +80.3% | +37.7% | +42.6% | +70.0% |
| 3Y | +177.9% | +153.9% | +24.0% | +132.6% |
| 5Y | +235.8% | +43.9% | +192.0% | +146.5% |
| All | +419.5% | +136.7% | +282.9% | +211.7% |
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