+51.9%
DOW vs BBIO
+26.8%
+25.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.4% | -3.0% |
| 7D | -4.2% | +10.0% | -14.2% | -3.8% |
| 30D | +14.7% | +17.8% | -3.1% | +15.5% |
| 3M | +9.1% | -5.1% | +14.2% | +8.9% |
| 6M | -17.7% | +12.9% | -30.6% | -17.6% |
| YTD | +44.6% | +1.8% | +42.8% | +44.5% |
| 1Y | +51.9% | +26.9% | +25.0% | +43.3% |
| All | +51.9% | +26.8% | +25.1% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling