+202.7%
CAT vs BBIO
+154.4%
+48.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +0.6% | -3.2% | +3.8% | +1.1% |
| 30D | -4.3% | -13.6% | +9.3% | -2.1% |
| 3M | -8.6% | +7.2% | -15.9% | -10.1% |
| 6M | +16.1% | +1.5% | +14.6% | +15.0% |
| YTD | +43.8% | -5.3% | +49.1% | +43.2% |
| 1Y | +91.5% | +37.7% | +53.7% | +79.1% |
| 3Y | +202.7% | +153.9% | +48.8% | +148.8% |
| All | +202.7% | +154.4% | +48.3% | +148.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling