+162.9%
BBIO vs EFV
+128.4%
+34.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.3% |
| 30D | -13.6% | +0.6% | -14.2% | -14.3% |
| 3M | +7.2% | +7.5% | -0.3% | -1.6% |
| 6M | +1.5% | +13.0% | -11.6% | -12.5% |
| YTD | -5.3% | +18.3% | -23.6% | -22.5% |
| 1Y | +37.7% | +26.7% | +11.0% | +4.1% |
| 3Y | +153.9% | +89.6% | +64.3% | +18.8% |
| 5Y | +43.9% | +98.2% | -54.3% | -36.2% |
| All | +162.9% | +128.4% | +34.6% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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