+36.0%
BEN vs BBIO
+136.9%
-100.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -0.9% |
| 7D | +0.3% | -3.9% | +4.2% | +0.7% |
| 30D | +0.9% | -13.4% | +14.3% | +2.2% |
| 3M | +9.2% | +7.6% | +1.6% | +8.2% |
| 6M | +36.8% | -2.4% | +39.2% | +36.6% |
| YTD | +44.4% | -5.2% | +49.6% | +44.1% |
| 1Y | +45.8% | +36.9% | +8.9% | +40.4% |
| 3Y | +52.5% | +155.2% | -102.7% | +36.0% |
| 5Y | +37.7% | +44.0% | -6.3% | +11.4% |
| All | +36.0% | +136.9% | -100.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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