+378.7%
AMD vs BBIO
+40.9%
+337.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.7% | +1.3% | -2.7% |
| 7D | +10.4% | -3.9% | +14.3% | +11.0% |
| 30D | +6.2% | -13.4% | +19.6% | +8.3% |
| 3M | +11.3% | +7.6% | +3.8% | +10.0% |
| 6M | +147.8% | -2.4% | +150.2% | +147.9% |
| YTD | +135.2% | -5.2% | +140.4% | +135.8% |
| 1Y | +215.7% | +36.9% | +178.8% | +201.1% |
| 3Y | +374.7% | +155.2% | +219.5% | +310.1% |
| 5Y | +378.7% | +44.0% | +334.7% | +220.9% |
| All | +378.7% | +40.9% | +337.8% | +220.9% |
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