+42.3%
BBIO vs EXR
-10.8%
+53.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -3.2% | -1.2% | -2.1% | -2.6% |
| 30D | -13.6% | -6.2% | -7.4% | -10.5% |
| 3M | +7.2% | -7.4% | +14.6% | +11.3% |
| 6M | +1.5% | -0.5% | +2.0% | +0.7% |
| YTD | -5.3% | +8.1% | -13.4% | -10.9% |
| 1Y | +37.7% | -2.9% | +40.6% | +37.6% |
| 3Y | +153.9% | +22.9% | +131.0% | +109.3% |
| All | +42.3% | -10.8% | +53.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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