-20.1%
DIS vs BBIO
+136.7%
-156.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +1.2% | -3.2% | +4.4% | +1.4% |
| 30D | +3.2% | -13.6% | +16.8% | +4.4% |
| 3M | +7.0% | +7.2% | -0.2% | +6.2% |
| 6M | +6.4% | +1.5% | +4.9% | +5.9% |
| YTD | -5.6% | -5.3% | -0.3% | -5.8% |
| 1Y | -7.7% | +37.7% | -45.4% | -10.9% |
| 3Y | +33.2% | +153.9% | -120.7% | +19.4% |
| 5Y | -40.3% | +43.9% | -84.2% | -51.3% |
| All | -20.1% | +136.7% | -156.8% | -43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling