+20.5%
BMY vs BBIO
+154.4%
-133.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | -3.2% | -1.6% | -4.6% |
| 30D | -0.1% | -13.6% | +13.5% | +0.7% |
| 3M | +13.1% | +7.2% | +5.9% | +12.5% |
| 6M | +8.4% | +1.5% | +6.9% | +8.1% |
| YTD | +22.0% | -5.3% | +27.3% | +21.7% |
| 1Y | +40.3% | +37.7% | +2.6% | +36.9% |
| 3Y | +20.5% | +153.9% | -133.4% | +10.7% |
| All | +20.5% | +154.4% | -133.9% | +10.7% |
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