+2,259.9%
DELL vs BBIO
+136.7%
+2,123.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -3.2% | +11.4% | +8.6% |
| 30D | +17.1% | -13.6% | +30.7% | +18.8% |
| 3M | +45.2% | +7.2% | +37.9% | +44.1% |
| 6M | +286.8% | +1.5% | +285.3% | +285.4% |
| YTD | +354.8% | -5.3% | +360.1% | +354.6% |
| 1Y | +358.3% | +37.7% | +320.5% | +340.3% |
| 3Y | +724.9% | +153.9% | +571.0% | +633.3% |
| 5Y | +1,193.7% | +43.9% | +1,149.8% | +956.8% |
| All | +2,259.9% | +136.7% | +2,123.3% | +1,428.6% |
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