+147.1%
AMAT vs BBIO
+61.6%
+85.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +11.4% | +5.4% | +6.0% | +10.8% |
| 30D | -17.0% | +20.6% | -37.6% | -18.7% |
| 3M | -30.6% | -3.6% | -27.0% | -30.4% |
| 6M | -14.9% | +14.1% | -29.1% | -16.3% |
| YTD | +44.7% | +2.4% | +42.3% | +43.3% |
| 1Y | +66.9% | +20.4% | +46.5% | +62.6% |
| 3Y | +153.3% | +184.5% | -31.2% | +121.5% |
| All | +147.1% | +61.6% | +85.5% | +71.0% |
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