+724.9%
DELL vs BBIO
+154.4%
+570.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -3.2% | +11.4% | +8.9% |
| 30D | +17.1% | -13.6% | +30.7% | +20.0% |
| 3M | +45.2% | +7.2% | +37.9% | +43.5% |
| 6M | +286.8% | +1.5% | +285.3% | +284.7% |
| YTD | +354.8% | -5.3% | +360.1% | +355.2% |
| 1Y | +358.3% | +37.7% | +320.5% | +325.4% |
| 3Y | +724.9% | +153.9% | +571.0% | +589.7% |
| All | +724.9% | +154.4% | +570.5% | +589.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling