+133.5%
C vs BBIO
+42.7%
+90.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.8% | -3.2% | +4.0% | +1.0% |
| 30D | +0.9% | -13.6% | +14.5% | +1.9% |
| 3M | +1.1% | +7.2% | -6.2% | +0.4% |
| 6M | +28.4% | +1.5% | +26.9% | +28.0% |
| YTD | +20.8% | -5.3% | +26.1% | +20.6% |
| 1Y | +43.4% | +37.7% | +5.7% | +39.7% |
| 3Y | +274.9% | +153.9% | +121.0% | +247.4% |
| All | +133.5% | +42.7% | +90.8% | +99.5% |
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