+698.4%
ASML vs BBIO
+159.8%
+538.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.6% |
| 7D | +2.5% | +2.1% | +0.4% | +2.3% |
| 30D | -12.2% | +21.0% | -33.2% | -14.3% |
| 3M | -14.6% | -5.0% | -9.6% | -14.3% |
| 6M | -1.7% | +23.0% | -24.7% | -4.5% |
| YTD | +44.3% | +4.0% | +40.3% | +42.5% |
| 1Y | +51.0% | +19.5% | +31.5% | +46.6% |
| 3Y | +137.6% | +193.5% | -55.9% | +102.2% |
| 5Y | +92.7% | +66.1% | +26.6% | +43.2% |
| All | +698.4% | +159.8% | +538.5% | +388.5% |
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