+184.4%
AXP vs BBIO
+136.9%
+47.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | +0.2% |
| 7D | -2.8% | -3.9% | +1.1% | -2.4% |
| 30D | -5.9% | -13.4% | +7.5% | -4.5% |
| 3M | +2.6% | +7.6% | -4.9% | +1.6% |
| 6M | +6.4% | -2.4% | +8.9% | +6.3% |
| YTD | -12.6% | -5.2% | -7.4% | -12.8% |
| 1Y | +0.2% | +36.9% | -36.7% | -4.2% |
| 3Y | +110.9% | +155.2% | -44.3% | +83.5% |
| 5Y | +114.7% | +44.0% | +70.7% | +69.7% |
| All | +184.4% | +136.9% | +47.6% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling