+85.9%
BMY vs BBIO
+136.7%
-50.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | -3.2% | -1.6% | -4.7% |
| 30D | -0.1% | -13.6% | +13.5% | +0.4% |
| 3M | +13.1% | +7.2% | +5.9% | +12.8% |
| 6M | +8.4% | +1.5% | +6.9% | +8.2% |
| YTD | +22.0% | -5.3% | +27.3% | +21.9% |
| 1Y | +40.3% | +37.7% | +2.6% | +38.4% |
| 3Y | +20.5% | +153.9% | -133.4% | +15.9% |
| 5Y | +23.7% | +43.9% | -20.2% | +17.3% |
| All | +85.9% | +136.7% | -50.8% | +64.1% |
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