+43.9%
DOC vs BBIO
+156.1%
-112.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.2% |
| 7D | +6.2% | +5.0% | +1.2% | +5.8% |
| 30D | +6.5% | +10.9% | -4.5% | +5.5% |
| 3M | -6.2% | -9.4% | +3.2% | -5.5% |
| 6M | +25.6% | +8.0% | +17.6% | +24.2% |
| YTD | +32.1% | -2.9% | +35.0% | +31.3% |
| 1Y | +20.3% | +18.5% | +1.8% | +16.6% |
| All | +43.9% | +156.1% | -112.2% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling