+38.8%
CFG vs BBIO
+44.0%
-5.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +1.5% | -2.3% | +3.8% | +1.7% |
| 30D | -3.8% | -8.7% | +4.9% | -3.3% |
| 3M | +11.5% | +11.2% | +0.3% | +10.3% |
| 6M | +19.2% | +12.5% | +6.7% | +17.9% |
| YTD | +23.7% | -2.2% | +25.9% | +22.6% |
| 1Y | +38.8% | +44.4% | -5.5% | +35.1% |
| All | +38.8% | +44.0% | -5.2% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling