+41.8%
CDW vs BBIO
+136.9%
-95.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +0.5% |
| 7D | -7.4% | -3.9% | -3.5% | -7.1% |
| 30D | +5.8% | -13.4% | +19.2% | +7.0% |
| 3M | +10.8% | +7.6% | +3.3% | +9.9% |
| 6M | +21.5% | -2.4% | +23.9% | +21.3% |
| YTD | +6.4% | -5.2% | +11.6% | +6.1% |
| 1Y | -14.8% | +36.9% | -51.7% | -17.8% |
| 3Y | -29.9% | +155.2% | -185.1% | -37.1% |
| 5Y | -22.9% | +44.0% | -66.9% | -36.5% |
| All | +41.8% | +136.9% | -95.0% | -1.0% |
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