+262.0%
AMAT vs BBIO
+52.7%
+209.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | +6.9% | -0.5% | +7.5% | +7.0% |
| 30D | -10.1% | -10.1% | 0.0% | -9.1% |
| 3M | -6.0% | +12.4% | -18.4% | -7.3% |
| 6M | +38.6% | +15.9% | +22.7% | +36.1% |
| YTD | +83.1% | -0.5% | +83.6% | +82.0% |
| 1Y | +188.3% | +42.2% | +146.1% | +175.6% |
| 3Y | +225.3% | +167.8% | +57.5% | +185.1% |
| 5Y | +262.0% | +49.6% | +212.4% | +171.9% |
| All | +262.0% | +52.7% | +209.3% | +171.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling