+153.9%
BBIO vs CASY
+158.0%
-4.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | +0.3% |
| 7D | -3.2% | -18.6% | +15.4% | +0.4% |
| 30D | -13.6% | -26.6% | +13.0% | -8.4% |
| 3M | +7.2% | -32.8% | +40.0% | +15.8% |
| 6M | +1.5% | -10.0% | +11.5% | +0.3% |
| YTD | -5.3% | +11.6% | -16.9% | -12.0% |
| 1Y | +37.7% | +11.5% | +26.2% | +27.6% |
| 3Y | +153.9% | +160.7% | -6.8% | +80.2% |
| All | +153.9% | +158.0% | -4.1% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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