+776.8%
ASML vs BBIO
+136.9%
+640.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -1.9% |
| 7D | +2.5% | -3.9% | +6.4% | +3.0% |
| 30D | -6.2% | -13.4% | +7.2% | -4.6% |
| 3M | -2.6% | +7.6% | -10.1% | -3.6% |
| 6M | +22.4% | -2.4% | +24.9% | +22.5% |
| YTD | +58.5% | -5.2% | +63.7% | +58.5% |
| 1Y | +114.2% | +36.9% | +77.3% | +104.6% |
| 3Y | +175.5% | +155.2% | +20.3% | +138.2% |
| 5Y | +105.9% | +44.0% | +61.9% | +55.9% |
| All | +776.8% | +136.9% | +640.0% | +443.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling