+162.9%
BBIO vs FIVE
+106.4%
+56.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.6% |
| 7D | -3.2% | -3.0% | -0.2% | -2.1% |
| 30D | -13.6% | +2.7% | -16.3% | -14.7% |
| 3M | +7.2% | +21.1% | -13.9% | -0.8% |
| 6M | +1.5% | +11.9% | -10.5% | -4.7% |
| YTD | -5.3% | +29.9% | -35.2% | -16.2% |
| 1Y | +37.7% | +67.8% | -30.1% | +9.9% |
| 3Y | +153.9% | +52.8% | +101.1% | +92.6% |
| 5Y | +43.9% | +31.3% | +12.6% | +12.4% |
| All | +162.9% | +106.4% | +56.5% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling