-14.7%
AMRZ vs BBIO
+81.1%
-95.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.3% |
| 7D | -1.9% | -2.3% | +0.4% | -1.6% |
| 30D | -16.9% | -8.7% | -8.2% | -16.1% |
| 3M | -19.2% | +11.2% | -30.3% | -20.8% |
| 6M | -29.3% | +12.5% | -41.8% | -30.7% |
| YTD | -18.0% | -2.2% | -15.8% | -19.0% |
| 1Y | -15.1% | +44.4% | -59.5% | -19.7% |
| All | -14.7% | +81.1% | -95.8% | -20.9% |
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 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