+989.3%
AMAT vs BBIO
+144.5%
+844.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.4% |
| 7D | -1.5% | -2.3% | +0.8% | -1.2% |
| 30D | -14.8% | -8.7% | -6.1% | -13.8% |
| 3M | -9.3% | +11.2% | -20.4% | -10.7% |
| 6M | +27.4% | +12.5% | +14.9% | +24.9% |
| YTD | +77.6% | -2.2% | +79.7% | +76.7% |
| 1Y | +188.9% | +44.4% | +144.5% | +172.6% |
| 3Y | +202.3% | +144.7% | +57.6% | +158.2% |
| 5Y | +248.9% | +45.0% | +203.9% | +159.2% |
| All | +989.3% | +144.5% | +844.8% | +561.4% |
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