+42.3%
BBIO vs URA
+91.2%
-48.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +1.1% |
| 7D | -3.2% | -5.5% | +2.3% | -1.3% |
| 30D | -13.6% | -3.7% | -9.9% | -12.8% |
| 3M | +7.2% | -2.9% | +10.1% | +7.4% |
| 6M | +1.5% | -15.2% | +16.7% | +4.9% |
| YTD | -5.3% | +1.9% | -7.2% | -9.9% |
| 1Y | +37.7% | +6.9% | +30.8% | +25.7% |
| 3Y | +153.9% | +99.6% | +54.3% | +60.7% |
| All | +42.3% | +91.2% | -48.9% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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