+156.4%
B vs BBIO
+42.7%
+113.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -2.4% | -3.2% | +0.8% | -2.3% |
| 30D | +6.3% | -13.6% | +19.9% | +7.0% |
| 3M | +12.1% | +7.2% | +4.9% | +11.8% |
| 6M | -3.1% | +1.5% | -4.6% | -3.2% |
| YTD | +2.0% | -5.3% | +7.3% | +2.0% |
| 1Y | +51.7% | +37.7% | +14.0% | +49.6% |
| 3Y | +190.5% | +153.9% | +36.6% | +178.6% |
| All | +156.4% | +42.7% | +113.6% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling