+172.2%
CFG vs BBIO
+148.5%
+23.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | -0.6% | -0.5% | 0.0% | -0.5% |
| 30D | -4.5% | -10.1% | +5.6% | -3.3% |
| 3M | +6.3% | +12.4% | -6.1% | +4.4% |
| 6M | +20.6% | +15.9% | +4.7% | +17.7% |
| YTD | +21.2% | -0.5% | +21.8% | +20.1% |
| 1Y | +38.2% | +42.2% | -4.0% | +30.4% |
| 3Y | +185.9% | +167.8% | +18.1% | +142.3% |
| 5Y | +97.0% | +49.6% | +47.4% | +53.1% |
| All | +172.2% | +148.5% | +23.6% | +52.2% |
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