-41.1%
BA vs BBIO
+136.7%
-177.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.8% | +2.8% |
| 7D | -0.8% | -3.2% | +2.4% | -0.4% |
| 30D | -9.0% | -13.6% | +4.6% | -7.3% |
| 3M | -5.0% | +7.2% | -12.3% | -6.2% |
| 6M | -1.7% | +1.5% | -3.2% | -2.3% |
| YTD | -3.1% | -5.3% | +2.2% | -3.3% |
| 1Y | -4.3% | +37.7% | -42.1% | -9.4% |
| 3Y | -0.3% | +153.9% | -154.2% | -15.4% |
| 5Y | +0.1% | +43.9% | -43.8% | -25.1% |
| All | -41.1% | +136.7% | -177.8% | -63.8% |
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