-74.0%
DOCS vs BBIO
+42.7%
-116.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.3% |
| 7D | -7.3% | -2.4% | -5.0% | -7.0% |
| 30D | -10.9% | -11.5% | +0.6% | -9.3% |
| 3M | +20.3% | +11.0% | +9.3% | +18.1% |
| 6M | -3.6% | +14.4% | -18.0% | -6.5% |
| YTD | -44.9% | -2.3% | -42.6% | -45.5% |
| 1Y | -64.9% | +37.7% | -102.6% | -67.3% |
| 3Y | +7.6% | +163.1% | -155.5% | -13.0% |
| 5Y | -74.0% | +49.5% | -123.4% | -84.8% |
| All | -74.0% | +42.7% | -116.7% | -84.8% |
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