+61.0%
DAL vs BBIO
+155.8%
-94.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.1% | +5.4% | -6.5% | -1.8% |
| 30D | +12.8% | +20.6% | -7.7% | +10.1% |
| 3M | -5.3% | -3.6% | -1.7% | -4.9% |
| 6M | +22.4% | +14.1% | +8.2% | +19.9% |
| YTD | +25.6% | +2.4% | +23.2% | +24.1% |
| 1Y | +45.5% | +20.4% | +25.2% | +40.8% |
| 3Y | +161.0% | +184.5% | -23.6% | +120.2% |
| 5Y | +112.2% | +63.5% | +48.7% | +58.1% |
| All | +61.0% | +155.8% | -94.8% | +5.5% |
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 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