+42.3%
BBIO vs BTG
+78.0%
-35.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -3.2% | -3.8% | +0.5% | -2.5% |
| 30D | -13.6% | +3.6% | -17.2% | -14.3% |
| 3M | +7.2% | +32.0% | -24.8% | +1.0% |
| 6M | +1.5% | +3.4% | -1.9% | -0.8% |
| YTD | -5.3% | +20.8% | -26.1% | -10.9% |
| 1Y | +37.7% | +22.4% | +15.3% | +27.6% |
| 3Y | +153.9% | +91.7% | +62.2% | +104.3% |
| All | +42.3% | +78.0% | -35.7% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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