+155.5%
AG vs BBIO
+136.7%
+18.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -6.7% | -3.2% | -3.5% | -6.4% |
| 30D | +2.2% | -13.6% | +15.8% | +3.7% |
| 3M | +15.7% | +7.2% | +8.5% | +14.9% |
| 6M | -23.8% | +1.5% | -25.3% | -24.0% |
| YTD | +17.6% | -5.3% | +22.9% | +17.9% |
| 1Y | +88.6% | +37.7% | +50.9% | +81.8% |
| 3Y | +253.4% | +153.9% | +99.5% | +215.3% |
| 5Y | +62.4% | +43.9% | +18.6% | +29.5% |
| All | +155.5% | +136.7% | +18.8% | +105.2% |
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