+678.6%
AU vs BBIO
+42.7%
+635.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.3% | -3.2% | -1.1% | -4.1% |
| 30D | +7.3% | -13.6% | +20.9% | +8.2% |
| 3M | +26.3% | +7.2% | +19.1% | +25.8% |
| 6M | +1.8% | +1.5% | +0.3% | +1.6% |
| YTD | +26.8% | -5.3% | +32.1% | +26.9% |
| 1Y | +66.7% | +37.7% | +29.0% | +63.7% |
| 3Y | +579.1% | +153.9% | +425.2% | +539.7% |
| All | +678.6% | +42.7% | +635.9% | +565.6% |
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 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