-22.2%
DOC vs BBIO
+42.5%
-64.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | 0.0% |
| 7D | +6.2% | +5.0% | +1.2% | +6.0% |
| 30D | +6.5% | +10.9% | -4.5% | +5.9% |
| 3M | -6.2% | -9.4% | +3.2% | -5.8% |
| 6M | +25.6% | +8.0% | +17.6% | +24.8% |
| YTD | +32.1% | -2.9% | +35.0% | +31.6% |
| 1Y | +20.3% | +18.5% | +1.8% | +18.5% |
| 3Y | +42.7% | +157.6% | -114.9% | +33.4% |
| 5Y | -22.2% | +39.1% | -61.2% | -33.8% |
| All | -22.2% | +42.5% | -64.6% | -33.8% |
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