+34.8%
AIG vs BBIO
+154.4%
-119.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -1.2% | -3.2% | +2.1% | -1.0% |
| 30D | -1.1% | -13.6% | +12.5% | -0.4% |
| 3M | +0.7% | +7.2% | -6.6% | +0.2% |
| 6M | -2.2% | +1.5% | -3.6% | -2.4% |
| YTD | -10.8% | -5.3% | -5.5% | -10.9% |
| 1Y | -2.0% | +37.7% | -39.7% | -4.4% |
| 3Y | +34.8% | +153.9% | -119.1% | +24.2% |
| All | +34.8% | +154.4% | -119.6% | +24.2% |
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 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