-35.0%
BAX vs BBIO
+154.4%
-189.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -7.9% | -3.2% | -4.7% | -7.6% |
| 30D | -11.7% | -13.6% | +1.9% | -10.6% |
| 3M | +16.2% | +7.2% | +9.0% | +15.2% |
| 6M | +32.0% | +1.5% | +30.5% | +31.4% |
| YTD | +24.7% | -5.3% | +30.0% | +24.3% |
| 1Y | -2.6% | +37.7% | -40.3% | -6.8% |
| 3Y | -35.0% | +153.9% | -188.9% | -43.3% |
| All | -35.0% | +154.4% | -189.4% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling