+355.4%
DE vs BBIO
+136.5%
+219.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -1.7% | -3.3% | +1.5% | -1.5% |
| 30D | +11.9% | -9.4% | +21.3% | +12.7% |
| 3M | +18.3% | +8.4% | +10.0% | +17.4% |
| 6M | +18.7% | +4.3% | +14.4% | +17.9% |
| YTD | +47.2% | -5.4% | +52.6% | +46.9% |
| 1Y | +46.6% | +41.3% | +5.3% | +41.7% |
| 3Y | +72.5% | +144.4% | -71.9% | +57.0% |
| 5Y | +104.4% | +48.5% | +55.9% | +74.5% |
| All | +355.4% | +136.5% | +219.0% | +236.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling