+164.7%
BAC vs BBIO
+148.5%
+16.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.3% |
| 7D | +0.6% | -0.5% | +1.2% | +0.7% |
| 30D | -1.4% | -10.1% | +8.8% | -0.5% |
| 3M | +15.7% | +12.4% | +3.3% | +14.4% |
| 6M | +32.2% | +15.9% | +16.3% | +30.1% |
| YTD | +15.8% | -0.5% | +16.3% | +15.1% |
| 1Y | +27.3% | +42.2% | -14.9% | +22.4% |
| 3Y | +137.5% | +167.8% | -30.3% | +111.9% |
| 5Y | +73.1% | +49.6% | +23.5% | +44.9% |
| All | +164.7% | +148.5% | +16.1% | +84.3% |
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