+85.5%
BWA vs BBIO
+42.7%
+42.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -1.3% | -3.2% | +1.9% | -1.1% |
| 30D | -2.9% | -13.6% | +10.7% | -2.0% |
| 3M | -10.7% | +7.2% | -18.0% | -11.3% |
| 6M | +26.5% | +1.5% | +25.0% | +26.0% |
| YTD | +49.1% | -5.3% | +54.4% | +48.9% |
| 1Y | +52.1% | +37.7% | +14.3% | +47.8% |
| 3Y | +72.6% | +153.9% | -81.3% | +59.2% |
| All | +85.5% | +42.7% | +42.7% | +59.6% |
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