+43.0%
CG vs BBIO
+154.4%
-111.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.9% | -3.2% | -6.7% | -9.3% |
| 30D | -11.7% | -13.6% | +1.9% | -9.2% |
| 3M | -4.3% | +7.2% | -11.5% | -6.1% |
| 6M | -8.8% | +1.5% | -10.2% | -9.6% |
| YTD | -26.9% | -5.3% | -21.6% | -27.0% |
| 1Y | -35.4% | +37.7% | -73.1% | -40.3% |
| 3Y | +43.0% | +153.9% | -110.9% | +9.7% |
| All | +43.0% | +154.4% | -111.4% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling