-5.1%
DOC vs BBIO
+144.5%
-149.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.7% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | -4.8% | -8.7% | +4.0% | -4.0% |
| 3M | +6.9% | +11.2% | -4.3% | +5.7% |
| 6M | +20.7% | +12.5% | +8.3% | +18.9% |
| YTD | +34.1% | -2.2% | +36.3% | +33.4% |
| 1Y | +22.6% | +44.4% | -21.8% | +17.3% |
| 3Y | +20.8% | +144.7% | -123.9% | +7.7% |
| 5Y | -24.9% | +45.0% | -69.8% | -37.7% |
| All | -5.1% | +144.5% | -149.6% | -36.7% |
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