+447.1%
ASX vs BBIO
+40.9%
+406.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.7% | +1.5% | -2.8% |
| 7D | +6.5% | -3.9% | +10.4% | +6.9% |
| 30D | +3.1% | -13.4% | +16.5% | +4.5% |
| 3M | +17.4% | +7.6% | +9.8% | +16.5% |
| 6M | +85.4% | -2.4% | +87.9% | +85.7% |
| YTD | +150.1% | -5.2% | +155.3% | +150.1% |
| 1Y | +256.3% | +36.9% | +219.4% | +243.7% |
| 3Y | +446.9% | +155.2% | +291.7% | +389.4% |
| 5Y | +447.1% | +44.0% | +403.1% | +296.9% |
| All | +447.1% | +40.9% | +406.1% | +296.9% |
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