+256.9%
BNY vs BBIO
+42.7%
+214.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.6% |
| 3M | +14.9% | +7.2% | +7.7% | +14.4% |
| 6M | +40.0% | +1.5% | +38.5% | +39.6% |
| YTD | +42.0% | -5.3% | +47.3% | +41.8% |
| 1Y | +56.9% | +37.7% | +19.1% | +53.3% |
| 3Y | +289.9% | +153.9% | +136.0% | +264.4% |
| All | +256.9% | +42.7% | +214.2% | +211.1% |
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 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