+157.9%
CAPR vs BBIO
+148.5%
+9.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.8% | -6.4% | -5.0% |
| 7D | -12.6% | -0.5% | -12.1% | -12.5% |
| 30D | +124.4% | -10.1% | +134.6% | +128.9% |
| 3M | -66.8% | +12.4% | -79.2% | -67.7% |
| 6M | -71.8% | +15.9% | -87.7% | -72.7% |
| YTD | -70.1% | -0.5% | -69.5% | -70.2% |
| 1Y | +33.3% | +42.2% | -8.9% | +25.0% |
| 3Y | +36.7% | +167.8% | -131.1% | +11.4% |
| 5Y | +72.5% | +49.6% | +22.9% | +19.2% |
| All | +157.9% | +148.5% | +9.4% | +57.9% |
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