+16.3%
D vs BBIO
+148.5%
-132.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.7% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | -2.1% | -10.1% | +8.1% | -1.8% |
| 3M | -0.7% | +12.4% | -13.2% | -1.1% |
| 6M | +5.6% | +15.9% | -10.3% | +5.1% |
| YTD | +14.6% | -0.5% | +15.1% | +14.4% |
| 1Y | +15.3% | +42.2% | -26.9% | +14.1% |
| 3Y | +59.1% | +167.8% | -108.7% | +54.0% |
| 5Y | +3.9% | +49.6% | -45.6% | -0.5% |
| All | +16.3% | +148.5% | -132.3% | +5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling