+47.4%
CI vs BBIO
+42.7%
+4.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.1% | -3.2% | +3.1% | 0.0% |
| 30D | +1.8% | -13.6% | +15.4% | +2.0% |
| 3M | -4.2% | +7.2% | -11.5% | -4.4% |
| 6M | +8.8% | +1.5% | +7.4% | +8.8% |
| YTD | +3.7% | -5.3% | +9.0% | +3.7% |
| 1Y | -6.1% | +37.7% | -43.8% | -6.7% |
| 3Y | +4.5% | +153.9% | -149.4% | +2.5% |
| All | +47.4% | +42.7% | +4.6% | +39.2% |
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 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