+156.8%
BITO vs BBIO
+154.4%
+2.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.4% | -3.2% | -0.2% | -2.9% |
| 30D | +21.4% | -13.6% | +35.0% | +24.2% |
| 3M | +20.5% | +7.2% | +13.3% | +18.7% |
| 6M | +7.4% | +1.5% | +5.9% | +6.4% |
| YTD | -13.9% | -5.3% | -8.6% | -14.0% |
| 1Y | -35.1% | +37.7% | -72.8% | -38.7% |
| 3Y | +156.8% | +153.9% | +2.9% | +130.0% |
| All | +156.8% | +154.4% | +2.4% | +130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling