+159.0%
C vs BBIO
+148.5%
+10.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | +1.9% | -10.1% | +12.1% | +3.1% |
| 3M | +2.8% | +12.4% | -9.6% | +1.2% |
| 6M | +30.6% | +15.9% | +14.6% | +27.9% |
| YTD | +19.9% | -0.5% | +20.4% | +19.0% |
| 1Y | +44.6% | +42.2% | +2.4% | +37.6% |
| 3Y | +272.1% | +167.8% | +104.3% | +222.5% |
| 5Y | +132.0% | +49.6% | +82.4% | +86.1% |
| All | +159.0% | +148.5% | +10.5% | +56.1% |
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