-21.1%
DOC vs BBIO
+38.8%
-59.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.5% |
| 3M | -2.5% | -10.3% | +7.8% | -2.0% |
| 6M | +7.1% | +9.1% | -2.0% | +6.4% |
| YTD | +33.0% | -2.9% | +35.9% | +32.6% |
| 1Y | +23.3% | +18.4% | +4.8% | +21.5% |
| 3Y | +44.9% | +166.5% | -121.5% | +35.3% |
| All | -21.1% | +38.8% | -59.8% | -32.9% |
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