+164.6%
AMZN vs BBIO
+136.9%
+27.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | +0.3% |
| 7D | -2.7% | -3.9% | +1.2% | -2.3% |
| 30D | -7.5% | -13.4% | +5.9% | -6.2% |
| 3M | +5.8% | +7.6% | -1.7% | +4.7% |
| 6M | +17.5% | -2.4% | +20.0% | +17.3% |
| YTD | +9.1% | -5.2% | +14.3% | +8.9% |
| 1Y | +9.4% | +36.9% | -27.5% | +4.8% |
| 3Y | +82.2% | +155.2% | -73.0% | +60.2% |
| 5Y | +45.2% | +44.0% | +1.2% | +11.0% |
| All | +164.6% | +136.9% | +27.7% | +84.6% |
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