+993.5%
AMAT vs BBIO
+136.7%
+856.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +0.4% | -3.2% | +3.6% | +0.8% |
| 30D | -16.6% | -13.6% | -3.0% | -15.0% |
| 3M | -17.3% | +7.2% | -24.5% | -18.2% |
| 6M | +30.3% | +1.5% | +28.9% | +29.7% |
| YTD | +78.3% | -5.3% | +83.6% | +78.1% |
| 1Y | +169.8% | +37.7% | +132.1% | +156.1% |
| 3Y | +218.5% | +153.9% | +64.6% | +170.8% |
| 5Y | +247.7% | +43.9% | +203.8% | +158.1% |
| All | +993.5% | +136.7% | +856.9% | +566.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling