+26.9%
BBIO vs PFG
+46.8%
-19.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.1% | +1.1% | +4.8% |
| 7D | +10.0% | +4.9% | +5.1% | +9.5% |
| 30D | +17.8% | +5.7% | +12.1% | +17.2% |
| 3M | -5.1% | +2.6% | -7.7% | -5.3% |
| 6M | +12.9% | +19.8% | -6.9% | +8.8% |
| YTD | +1.8% | +36.3% | -34.5% | -4.0% |
| 1Y | +26.9% | +47.9% | -21.0% | +15.3% |
| All | +26.9% | +46.8% | -19.9% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling