+99.7%
DLR vs BBIO
+136.9%
-37.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.7% | -1.7% |
| 7D | -1.3% | -3.9% | +2.6% | -1.0% |
| 30D | -2.9% | -13.4% | +10.5% | -2.0% |
| 3M | +3.2% | +7.6% | -4.3% | +2.6% |
| 6M | +3.9% | -2.4% | +6.3% | +3.8% |
| YTD | +21.4% | -5.2% | +26.7% | +21.4% |
| 1Y | +9.7% | +36.9% | -27.2% | +6.9% |
| 3Y | +56.5% | +155.2% | -98.6% | +44.8% |
| 5Y | +41.5% | +44.0% | -2.5% | +21.7% |
| All | +99.7% | +136.9% | -37.1% | +63.8% |
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 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