+162.9%
BBIO vs RACE
+174.3%
-11.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.9% |
| 7D | -3.2% | +0.9% | -4.1% | -3.9% |
| 30D | -13.6% | +1.6% | -15.2% | -14.8% |
| 3M | +7.2% | +13.2% | -5.9% | -2.2% |
| 6M | +1.5% | +22.9% | -21.4% | -13.0% |
| YTD | -5.3% | +13.3% | -18.6% | -15.1% |
| 1Y | +37.7% | -12.7% | +50.4% | +44.5% |
| 3Y | +153.9% | +40.3% | +113.6% | +66.1% |
| 5Y | +43.9% | +96.5% | -52.6% | -33.9% |
| All | +162.9% | +174.3% | -11.3% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling