+58.4%
D vs BBIO
+154.7%
-96.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.1% |
| 7D | -1.6% | -3.9% | +2.2% | -1.5% |
| 30D | -3.5% | -13.4% | +9.9% | -2.9% |
| 3M | -1.6% | +7.6% | -9.2% | -2.1% |
| 6M | +5.8% | -2.4% | +8.2% | +5.7% |
| YTD | +14.5% | -5.2% | +19.7% | +14.4% |
| 1Y | +14.2% | +36.9% | -22.7% | +11.3% |
| All | +58.4% | +154.7% | -96.3% | +36.1% |
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 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