+163.2%
BBIO vs IAG
+501.5%
-338.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.2% | -2.5% | -4.5% |
| 7D | -3.9% | -4.1% | +0.2% | -3.5% |
| 30D | -13.4% | +10.6% | -24.0% | -14.2% |
| 3M | +7.6% | +35.4% | -27.8% | +4.5% |
| 6M | -2.4% | -9.5% | +7.1% | -2.4% |
| YTD | -5.2% | +21.8% | -27.0% | -7.6% |
| 1Y | +36.9% | +84.1% | -47.2% | +29.2% |
| 3Y | +155.2% | +817.4% | -662.2% | +108.6% |
| 5Y | +44.0% | +830.1% | -786.1% | +15.0% |
| All | +163.2% | +501.5% | -338.3% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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