+64.1%
DIA vs BBIO
+42.7%
+21.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.6% | -3.2% | +1.7% | -1.4% |
| 30D | -2.0% | -13.6% | +11.6% | -1.4% |
| 3M | +3.6% | +7.2% | -3.6% | +3.2% |
| 6M | +11.5% | +1.5% | +10.0% | +11.2% |
| YTD | +10.4% | -5.3% | +15.6% | +10.3% |
| 1Y | +15.6% | +37.7% | -22.1% | +13.4% |
| 3Y | +58.9% | +153.9% | -95.0% | +50.3% |
| All | +64.1% | +42.7% | +21.4% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling