+274.6%
BX vs BBIO
+136.7%
+137.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -5.6% | -3.2% | -2.4% | -5.2% |
| 30D | -12.2% | -13.6% | +1.4% | -10.3% |
| 3M | +7.4% | +7.2% | +0.2% | +6.0% |
| 6M | +22.2% | +1.5% | +20.7% | +21.5% |
| YTD | -14.0% | -5.3% | -8.7% | -14.0% |
| 1Y | -27.3% | +37.7% | -65.0% | -31.4% |
| 3Y | +24.5% | +153.9% | -129.4% | +4.6% |
| 5Y | +18.9% | +43.9% | -25.0% | -14.7% |
| All | +274.6% | +136.7% | +137.9% | +121.7% |
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