+111.1%
AXP vs BBIO
+167.2%
-56.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.5% |
| 7D | -2.5% | -0.5% | -1.9% | -2.4% |
| 30D | -5.0% | -10.1% | +5.1% | -3.9% |
| 3M | +1.4% | +12.4% | -11.1% | -0.3% |
| 6M | +6.0% | +15.9% | -9.9% | +3.6% |
| YTD | -12.3% | -0.5% | -11.8% | -13.0% |
| 1Y | +0.3% | +42.2% | -41.9% | -5.3% |
| All | +111.1% | +167.2% | -56.1% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling