+679.0%
ASML vs BBIO
+155.4%
+523.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.2% |
| 7D | +10.4% | +5.3% | +5.1% | +9.7% |
| 30D | -12.7% | +23.5% | -36.2% | -15.0% |
| 3M | -17.2% | -6.8% | -10.4% | -16.6% |
| 6M | -1.3% | +18.5% | -19.8% | -3.7% |
| YTD | +40.8% | +2.2% | +38.6% | +39.3% |
| 1Y | +45.2% | +18.0% | +27.2% | +41.2% |
| 3Y | +131.8% | +188.5% | -56.6% | +97.7% |
| 5Y | +84.0% | +63.3% | +20.8% | +37.1% |
| All | +679.0% | +155.4% | +523.6% | +377.6% |
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