+153.9%
BBIO vs RJF
+69.0%
+84.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -3.2% | -2.7% | -0.5% | -2.1% |
| 30D | -13.6% | -4.3% | -9.3% | -12.2% |
| 3M | +7.2% | +15.7% | -8.5% | +0.8% |
| 6M | +1.5% | +17.8% | -16.3% | -5.4% |
| YTD | -5.3% | +9.2% | -14.5% | -9.6% |
| 1Y | +37.7% | +2.8% | +34.9% | +34.7% |
| 3Y | +153.9% | +69.5% | +84.5% | +69.8% |
| All | +153.9% | +69.0% | +84.9% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 3y: compounded portfolio wealth divided by compounded RJF 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…
3y analysis · Full analysis span regression · 6 months rolling