-16.3%
CDW vs BBIO
+42.7%
-59.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.1% | +7.9% | +7.9% |
| 7D | +0.9% | -3.2% | +4.1% | +1.1% |
| 30D | +13.1% | -13.6% | +26.7% | +14.0% |
| 3M | +19.7% | +7.2% | +12.4% | +19.0% |
| 6M | +30.7% | +1.5% | +29.3% | +30.3% |
| YTD | +14.7% | -5.3% | +20.0% | +14.5% |
| 1Y | -5.3% | +37.7% | -43.0% | -7.8% |
| 3Y | -23.8% | +153.9% | -177.8% | -29.4% |
| All | -16.3% | +42.7% | -59.0% | -30.9% |
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 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