-5.6%
COST vs BBIO
+36.5%
-42.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -1.2% | -3.2% | +2.0% | -1.4% |
| 30D | -4.7% | -13.6% | +8.9% | -5.5% |
| 3M | -7.1% | +7.2% | -14.4% | -7.0% |
| 6M | -8.5% | +1.5% | -10.0% | -8.6% |
| YTD | +5.4% | -5.3% | +10.7% | +5.0% |
| 1Y | -5.6% | +37.7% | -43.3% | -3.2% |
| All | -5.6% | +36.5% | -42.1% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling