-54.4%
DOCS vs BBIO
+27.2%
-81.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.2% |
| 7D | -8.1% | -0.5% | -7.5% | -8.0% |
| 30D | -5.6% | -10.1% | +4.5% | -4.1% |
| 3M | +18.3% | +12.4% | +5.9% | +15.9% |
| 6M | -5.1% | +15.9% | -21.0% | -8.1% |
| YTD | -45.4% | -0.5% | -44.8% | -46.2% |
| 1Y | -65.2% | +42.2% | -107.4% | -67.7% |
| 3Y | +6.6% | +167.8% | -161.2% | -13.9% |
| 5Y | -76.1% | +49.6% | -125.7% | -85.6% |
| All | -54.4% | +27.2% | -81.6% | -74.3% |
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