+53.0%
CDW vs BBIO
+136.7%
-83.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.1% | +7.9% | +7.9% |
| 7D | +0.9% | -3.2% | +4.1% | +1.2% |
| 30D | +13.1% | -13.6% | +26.7% | +14.4% |
| 3M | +19.7% | +7.2% | +12.4% | +18.7% |
| 6M | +30.7% | +1.5% | +29.3% | +30.1% |
| YTD | +14.7% | -5.3% | +20.0% | +14.4% |
| 1Y | -5.3% | +37.7% | -43.0% | -8.7% |
| 3Y | -23.8% | +153.9% | -177.8% | -31.7% |
| 5Y | -16.8% | +43.9% | -60.7% | -31.5% |
| All | +53.0% | +136.7% | -83.7% | +6.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling