+56.9%
BNY vs BBIO
+36.5%
+20.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.3% | -3.2% | +1.9% | -1.2% |
| 30D | -0.2% | -13.6% | +13.4% | +0.5% |
| 3M | +14.9% | +7.2% | +7.7% | +14.4% |
| 6M | +40.0% | +1.5% | +38.5% | +39.5% |
| YTD | +42.0% | -5.3% | +47.3% | +41.0% |
| 1Y | +56.9% | +37.7% | +19.1% | +56.0% |
| All | +56.9% | +36.5% | +20.4% | +56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling