+32.6%
CMS vs BBIO
+154.7%
-122.1%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.6% |
| 7D | -1.3% | -3.9% | +2.5% | -1.3% |
| 30D | -2.8% | -13.4% | +10.6% | -2.6% |
| 3M | -7.1% | +7.6% | -14.7% | -7.3% |
| 6M | -10.0% | -2.4% | -7.6% | -10.1% |
| YTD | -0.9% | -5.2% | +4.3% | -1.0% |
| 1Y | -2.0% | +36.9% | -38.9% | -3.2% |
| All | +32.6% | +154.7% | -122.1% | +22.6% |
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 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