+14.9%
D vs BBIO
+136.7%
-121.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -2.2% | -3.2% | +1.0% | -2.2% |
| 30D | -4.5% | -13.6% | +9.1% | -4.1% |
| 3M | -2.5% | +7.2% | -9.8% | -2.7% |
| 6M | +5.5% | +1.5% | +4.1% | +5.4% |
| YTD | +13.3% | -5.3% | +18.6% | +13.2% |
| 1Y | +11.8% | +37.7% | -25.9% | +10.7% |
| 3Y | +56.7% | +153.9% | -97.2% | +51.8% |
| 5Y | +4.3% | +43.9% | -39.6% | -0.2% |
| All | +14.9% | +136.7% | -121.7% | +4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling