+1,406.8%
AVGO vs BBIO
+136.7%
+1,270.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.1% | -3.2% | +4.3% | +1.5% |
| 30D | -13.0% | -13.6% | +0.6% | -11.4% |
| 3M | -6.0% | +7.2% | -13.2% | -7.0% |
| 6M | +6.4% | +1.5% | +4.9% | +5.8% |
| YTD | +5.0% | -5.3% | +10.3% | +4.8% |
| 1Y | +1.4% | +37.7% | -36.3% | -3.6% |
| 3Y | +336.8% | +153.9% | +182.9% | +275.5% |
| 5Y | +698.2% | +43.9% | +654.3% | +514.7% |
| All | +1,406.8% | +136.7% | +1,270.2% | +793.7% |
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