-5.9%
DOC vs BBIO
+142.7%
-148.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +6.5% | -0.9% | +7.3% | +6.5% |
| 30D | +9.2% | +11.7% | -2.6% | +8.0% |
| 3M | -2.5% | -10.3% | +7.8% | -1.7% |
| 6M | +7.1% | +9.1% | -2.0% | +5.8% |
| YTD | +33.0% | -2.9% | +35.9% | +32.2% |
| 1Y | +23.3% | +18.4% | +4.8% | +20.2% |
| 3Y | +44.9% | +166.5% | -121.5% | +28.2% |
| 5Y | -21.6% | +39.1% | -60.7% | -34.4% |
| All | -5.9% | +142.7% | -148.6% | -37.3% |
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