+92.0%
CHRW vs BBIO
+42.7%
+49.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +3.5% | -3.2% | +6.7% | +3.6% |
| 30D | +4.6% | -13.6% | +18.2% | +5.2% |
| 3M | -19.7% | +7.2% | -27.0% | -20.0% |
| 6M | -12.4% | +1.5% | -13.9% | -12.6% |
| YTD | -3.9% | -5.3% | +1.4% | -4.0% |
| 1Y | +18.4% | +37.7% | -19.3% | +16.3% |
| 3Y | +88.8% | +153.9% | -65.1% | +79.7% |
| All | +92.0% | +42.7% | +49.2% | +68.0% |
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 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