+112.4%
ASML vs BBIO
+52.7%
+59.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.2% |
| 7D | +2.8% | -0.5% | +3.4% | +2.9% |
| 30D | -0.2% | -10.1% | +9.9% | +0.9% |
| 3M | -2.6% | +12.4% | -15.0% | -4.0% |
| 6M | +27.9% | +15.9% | +12.0% | +25.6% |
| YTD | +62.4% | -0.5% | +63.0% | +61.6% |
| 1Y | +116.2% | +42.2% | +74.0% | +107.2% |
| 3Y | +182.4% | +167.8% | +14.6% | +149.0% |
| 5Y | +112.4% | +49.6% | +62.8% | +54.0% |
| All | +112.4% | +52.7% | +59.7% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling