+351.6%
DE vs BBIO
+136.7%
+215.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.6% | -3.2% | +0.6% | -2.3% |
| 30D | +9.0% | -13.6% | +22.6% | +10.2% |
| 3M | +19.1% | +7.2% | +11.9% | +18.3% |
| 6M | +14.4% | +1.5% | +12.9% | +13.9% |
| YTD | +45.9% | -5.3% | +51.2% | +45.6% |
| 1Y | +43.6% | +37.7% | +5.9% | +39.0% |
| 3Y | +75.9% | +153.9% | -78.0% | +59.7% |
| 5Y | +98.8% | +43.9% | +54.9% | +70.4% |
| All | +351.6% | +136.7% | +215.0% | +233.7% |
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 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