+49.2%
DAL vs BBIO
+144.5%
-95.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | +0.1% | -2.3% | +2.4% | +0.4% |
| 30D | -13.9% | -8.7% | -5.2% | -12.9% |
| 3M | +1.1% | +11.2% | -10.1% | -0.5% |
| 6M | +26.2% | +12.5% | +13.8% | +23.7% |
| YTD | +16.4% | -2.2% | +18.6% | +15.8% |
| 1Y | +33.9% | +44.4% | -10.5% | +26.2% |
| 3Y | +93.4% | +144.7% | -51.4% | +66.0% |
| 5Y | +106.4% | +45.0% | +61.4% | +56.5% |
| All | +49.2% | +144.5% | -95.3% | -1.6% |
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