-21.3%
AMRZ vs BBIO
+75.5%
-96.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -0.7% |
| 7D | -8.1% | -3.9% | -4.3% | -7.7% |
| 30D | -14.8% | -13.4% | -1.5% | -13.4% |
| 3M | -19.7% | +7.6% | -27.3% | -21.0% |
| 6M | -30.8% | -2.4% | -28.4% | -31.1% |
| YTD | -24.3% | -5.2% | -19.1% | -25.0% |
| 1Y | -24.0% | +36.9% | -60.9% | -27.8% |
| All | -21.3% | +75.5% | -96.7% | -26.7% |
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