+162.9%
BBIO vs WSM
+725.0%
-562.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | -3.2% | -0.5% | -2.7% | -3.0% |
| 30D | -13.6% | -7.7% | -5.9% | -10.8% |
| 3M | +7.2% | +3.8% | +3.5% | +5.1% |
| 6M | +1.5% | +22.7% | -21.2% | -7.3% |
| YTD | -5.3% | +28.0% | -33.3% | -15.5% |
| 1Y | +37.7% | +12.7% | +25.0% | +28.6% |
| 3Y | +153.9% | +231.3% | -77.4% | +32.0% |
| 5Y | +43.9% | +177.2% | -133.3% | -21.6% |
| All | +162.9% | +725.0% | -562.1% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 all: compounded portfolio wealth divided by compounded WSM 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…
all analysis · Full analysis span regression · 6 months rolling