+394.0%
CAH vs BBIO
+42.7%
+351.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -5.1% | -3.2% | -1.9% | -5.1% |
| 30D | +0.2% | -13.6% | +13.8% | +0.4% |
| 3M | +6.3% | +7.2% | -0.9% | +6.2% |
| 6M | +9.4% | +1.5% | +7.9% | +9.3% |
| YTD | +15.0% | -5.3% | +20.3% | +14.9% |
| 1Y | +55.4% | +37.7% | +17.7% | +54.2% |
| 3Y | +173.8% | +153.9% | +19.9% | +167.7% |
| All | +394.0% | +42.7% | +351.2% | +373.5% |
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