+42.3%
BBIO vs PFG
+111.0%
-68.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.7% |
| 7D | -3.2% | -0.4% | -2.8% | -3.0% |
| 30D | -13.6% | +2.9% | -16.5% | -15.4% |
| 3M | +7.2% | +6.7% | +0.5% | +2.3% |
| 6M | +1.5% | +33.8% | -32.3% | -16.1% |
| YTD | -5.3% | +35.0% | -40.3% | -22.8% |
| 1Y | +37.7% | +46.4% | -8.7% | +5.8% |
| 3Y | +153.9% | +71.7% | +82.3% | +69.1% |
| All | +42.3% | +111.0% | -68.7% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling