-19.8%
AVTR vs BBIO
+136.9%
-156.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.6% |
| 7D | -2.0% | -3.9% | +1.8% | -1.6% |
| 30D | +8.1% | -13.4% | +21.4% | +9.8% |
| 3M | +54.2% | +7.6% | +46.6% | +52.7% |
| 6M | +82.6% | -2.4% | +85.0% | +82.7% |
| YTD | +29.8% | -5.2% | +35.1% | +29.8% |
| 1Y | +18.0% | +36.9% | -18.9% | +12.6% |
| 3Y | -26.4% | +155.2% | -181.6% | -36.5% |
| 5Y | -64.8% | +44.0% | -108.8% | -72.8% |
| All | -19.8% | +136.9% | -156.7% | -56.0% |
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