+1,264.5%
ASX vs BBIO
+136.7%
+1,127.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +5.2% | -3.2% | +8.4% | +5.6% |
| 30D | +0.5% | -13.6% | +14.1% | +2.1% |
| 3M | +8.3% | +7.2% | +1.1% | +7.4% |
| 6M | +82.0% | +1.5% | +80.6% | +81.5% |
| YTD | +147.6% | -5.3% | +152.9% | +147.7% |
| 1Y | +258.8% | +37.7% | +221.1% | +243.3% |
| 3Y | +452.1% | +153.9% | +298.1% | +381.3% |
| 5Y | +441.7% | +43.9% | +397.9% | +318.6% |
| All | +1,264.5% | +136.7% | +1,127.8% | +800.4% |
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