+165.0%
CMI vs BBIO
+42.7%
+122.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.7% | -3.2% | +2.5% | -0.5% |
| 30D | -12.4% | -13.6% | +1.2% | -11.5% |
| 3M | -14.8% | +7.2% | -22.0% | -15.3% |
| 6M | +0.8% | +1.5% | -0.7% | +0.5% |
| YTD | +10.2% | -5.3% | +15.5% | +10.2% |
| 1Y | +37.4% | +37.7% | -0.3% | +34.2% |
| 3Y | +153.3% | +153.9% | -0.6% | +136.0% |
| All | +165.0% | +42.7% | +122.3% | +131.1% |
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