+44.0%
BBIO vs RACE
+90.9%
-47.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.6% | -6.3% | -5.5% |
| 7D | -3.9% | -2.2% | -1.6% | -2.8% |
| 30D | -13.4% | -0.4% | -13.0% | -13.5% |
| 3M | +7.6% | +17.9% | -10.4% | -2.9% |
| 6M | -2.4% | +19.3% | -21.7% | -12.9% |
| YTD | -5.2% | +11.9% | -17.1% | -12.9% |
| 1Y | +36.9% | -12.7% | +49.6% | +43.6% |
| 3Y | +155.2% | +41.1% | +114.1% | +63.8% |
| 5Y | +44.0% | +94.1% | -50.1% | -41.4% |
| All | +44.0% | +90.9% | -47.0% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling