+60.7%
AME vs BBIO
+154.4%
-93.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | +1.7% | -3.2% | +5.0% | +2.0% |
| 30D | -6.4% | -13.6% | +7.2% | -5.5% |
| 3M | +7.1% | +7.2% | -0.2% | +6.4% |
| 6M | +8.2% | +1.5% | +6.7% | +7.8% |
| YTD | +18.2% | -5.3% | +23.5% | +18.0% |
| 1Y | +26.7% | +37.7% | -11.0% | +23.0% |
| 3Y | +60.7% | +153.9% | -93.2% | +47.0% |
| All | +60.7% | +154.4% | -93.7% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling