+31.1%
BAH vs BBIO
+136.7%
-105.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +4.3% | -3.2% | +7.5% | +4.3% |
| 30D | -2.5% | -13.6% | +11.1% | -2.1% |
| 3M | -0.9% | +7.2% | -8.2% | -1.1% |
| 6M | +1.5% | +1.5% | 0.0% | +1.3% |
| YTD | -8.0% | -5.3% | -2.7% | -8.0% |
| 1Y | -24.7% | +37.7% | -62.5% | -25.6% |
| 3Y | -28.4% | +153.9% | -182.3% | -31.1% |
| 5Y | +2.8% | +43.9% | -41.1% | -4.4% |
| All | +31.1% | +136.7% | -105.5% | +19.7% |
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