+105.9%
DAL vs BBIO
+40.9%
+65.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.1% |
| 7D | -0.6% | -3.9% | +3.2% | -0.2% |
| 30D | -13.5% | -13.4% | -0.1% | -12.1% |
| 3M | +2.6% | +7.6% | -5.0% | +1.5% |
| 6M | +32.7% | -2.4% | +35.1% | +32.6% |
| YTD | +13.6% | -5.2% | +18.8% | +13.5% |
| 1Y | +28.8% | +36.9% | -8.1% | +23.3% |
| 3Y | +98.2% | +155.2% | -57.0% | +74.0% |
| 5Y | +105.9% | +44.0% | +61.9% | +59.7% |
| All | +105.9% | +40.9% | +65.0% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling