+48.2%
BR vs BBIO
+136.7%
-88.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.0% | -3.2% | +0.2% | -2.8% |
| 30D | -0.3% | -13.6% | +13.3% | +0.4% |
| 3M | +17.3% | +7.2% | +10.1% | +16.8% |
| 6M | -6.7% | +1.5% | -8.2% | -6.9% |
| YTD | -23.4% | -5.3% | -18.1% | -23.6% |
| 1Y | -32.7% | +37.7% | -70.4% | -34.2% |
| 3Y | -5.9% | +153.9% | -159.8% | -11.9% |
| 5Y | +8.4% | +43.9% | -35.4% | -5.2% |
| All | +48.2% | +136.7% | -88.4% | +19.7% |
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 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