+73.1%
BAC vs BBIO
+42.7%
+30.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | 0.0% | -3.2% | +3.2% | +0.2% |
| 30D | -2.8% | -13.6% | +10.8% | -2.0% |
| 3M | +14.2% | +7.2% | +7.0% | +13.6% |
| 6M | +30.5% | +1.5% | +29.1% | +30.2% |
| YTD | +15.8% | -5.3% | +21.1% | +15.7% |
| 1Y | +26.2% | +37.7% | -11.6% | +23.2% |
| 3Y | +136.5% | +153.9% | -17.4% | +120.6% |
| All | +73.1% | +42.7% | +30.3% | +52.1% |
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