+597.1%
AU vs BBIO
+136.7%
+460.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.3% | -3.2% | -1.1% | -4.2% |
| 30D | +7.3% | -13.6% | +20.9% | +7.8% |
| 3M | +26.3% | +7.2% | +19.1% | +26.0% |
| 6M | +1.8% | +1.5% | +0.3% | +1.7% |
| YTD | +26.8% | -5.3% | +32.1% | +26.8% |
| 1Y | +66.7% | +37.7% | +29.0% | +65.0% |
| 3Y | +579.1% | +153.9% | +425.2% | +557.5% |
| 5Y | +689.3% | +43.9% | +645.5% | +622.6% |
| All | +597.1% | +136.7% | +460.4% | +603.6% |
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