+97.8%
CI vs BBIO
+136.9%
-39.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.7% | +5.7% | +1.2% |
| 7D | -1.3% | -3.9% | +2.5% | -1.1% |
| 30D | +3.1% | -13.4% | +16.5% | +3.8% |
| 3M | -4.5% | +7.6% | -12.1% | -4.9% |
| 6M | +8.3% | -2.4% | +10.7% | +8.2% |
| YTD | +3.8% | -5.2% | +9.0% | +3.7% |
| 1Y | -5.0% | +36.9% | -41.9% | -6.9% |
| 3Y | +5.8% | +155.2% | -149.4% | -0.9% |
| 5Y | +50.6% | +44.0% | +6.6% | +36.1% |
| All | +97.8% | +136.9% | -39.0% | +43.6% |
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