+154.1%
BBIO vs FIVE
+48.7%
+105.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.4% | -2.3% | -4.3% |
| 7D | -3.9% | +0.6% | -4.4% | -4.0% |
| 30D | -13.4% | +3.0% | -16.4% | -13.9% |
| 3M | +7.6% | +23.2% | -15.6% | +3.5% |
| 6M | -2.4% | +9.2% | -11.6% | -4.6% |
| YTD | -5.2% | +28.1% | -33.3% | -10.0% |
| 1Y | +36.9% | +65.3% | -28.4% | +24.1% |
| All | +154.1% | +48.7% | +105.4% | +128.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling