+199.6%
ALL vs BBIO
+148.5%
+51.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -2.2% | -0.5% | -1.7% | -2.2% |
| 30D | -5.6% | -10.1% | +4.6% | -5.1% |
| 3M | +17.2% | +12.4% | +4.8% | +16.5% |
| 6M | +23.2% | +15.9% | +7.3% | +22.1% |
| YTD | +23.6% | -0.5% | +24.1% | +23.1% |
| 1Y | +29.2% | +42.2% | -13.0% | +26.1% |
| 3Y | +153.8% | +167.8% | -14.0% | +136.1% |
| 5Y | +116.1% | +49.6% | +66.5% | +93.0% |
| All | +199.6% | +148.5% | +51.1% | +131.3% |
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