+176.2%
BBIO vs FIVE
+108.6%
+67.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +2.8% |
| 7D | -0.5% | +1.7% | -2.2% | -1.3% |
| 30D | -10.1% | +5.0% | -15.1% | -12.1% |
| 3M | +12.4% | +29.5% | -17.1% | +1.4% |
| 6M | +15.9% | +12.4% | +3.5% | +8.7% |
| YTD | -0.5% | +31.2% | -31.7% | -12.3% |
| 1Y | +42.2% | +72.9% | -30.7% | +12.2% |
| 3Y | +167.8% | +53.0% | +114.8% | +103.2% |
| 5Y | +49.6% | +34.2% | +15.4% | +15.9% |
| All | +176.2% | +108.6% | +67.6% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling