+208.4%
AGI vs BBIO
+154.4%
+54.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -2.7% | -3.2% | +0.5% | -2.4% |
| 30D | +7.2% | -13.6% | +20.8% | +8.8% |
| 3M | +4.3% | +7.2% | -3.0% | +3.5% |
| 6M | -27.1% | +1.5% | -28.6% | -27.3% |
| YTD | -6.6% | -5.3% | -1.3% | -6.6% |
| 1Y | +9.5% | +37.7% | -28.2% | +6.6% |
| 3Y | +208.4% | +153.9% | +54.5% | +176.8% |
| All | +208.4% | +154.4% | +54.0% | +176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling