+45.3%
DGX vs BBIO
+21.0%
+24.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.3% | -0.3% |
| 7D | +0.7% | +5.0% | -4.3% | +0.7% |
| 30D | +11.5% | +10.9% | +0.6% | +11.4% |
| 3M | +8.4% | -9.4% | +17.8% | +8.6% |
| 6M | +34.5% | +8.0% | +26.5% | +34.5% |
| YTD | +49.3% | -2.9% | +52.2% | +48.7% |
| 1Y | +45.3% | +18.5% | +26.8% | +39.0% |
| All | +45.3% | +21.0% | +24.3% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling