+32.4%
BN vs BBIO
+42.7%
-10.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -5.2% | -3.2% | -2.0% | -4.9% |
| 30D | -14.5% | -13.6% | -0.9% | -13.2% |
| 3M | -15.0% | +7.2% | -22.2% | -15.8% |
| 6M | -5.4% | +1.5% | -6.9% | -5.9% |
| YTD | -16.4% | -5.3% | -11.1% | -16.5% |
| 1Y | -16.2% | +37.7% | -54.0% | -19.5% |
| 3Y | +67.5% | +153.9% | -86.4% | +49.2% |
| All | +32.4% | +42.7% | -10.3% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling