+19.6%
BTDR vs BBIO
+34.0%
-14.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -3.4% | -3.2% | -0.2% | -3.1% |
| 30D | +32.6% | -13.6% | +46.2% | +34.4% |
| 3M | -32.2% | +7.2% | -39.5% | -32.6% |
| 6M | +52.4% | +1.5% | +50.9% | +52.4% |
| YTD | +6.7% | -5.3% | +12.0% | +7.2% |
| 1Y | -15.2% | +37.7% | -53.0% | -17.1% |
| 3Y | +14.9% | +153.9% | -139.0% | +8.8% |
| 5Y | +20.8% | +43.9% | -23.1% | +14.9% |
| All | +19.6% | +34.0% | -14.4% | +14.0% |
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 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