+239.0%
B vs BBIO
+148.5%
+90.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | +1.0% | -0.5% | +1.6% | +1.1% |
| 30D | +9.5% | -10.1% | +19.6% | +9.9% |
| 3M | +14.3% | +12.4% | +1.9% | +13.8% |
| 6M | -1.9% | +15.9% | -17.8% | -2.5% |
| YTD | +4.1% | -0.5% | +4.6% | +3.9% |
| 1Y | +56.1% | +42.2% | +13.9% | +54.1% |
| 3Y | +202.0% | +167.8% | +34.2% | +190.4% |
| 5Y | +158.8% | +49.6% | +109.2% | +141.3% |
| All | +239.0% | +148.5% | +90.5% | +217.0% |
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