-15.2%
DOW vs BBIO
+136.7%
-151.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.4% | -3.2% | +1.8% | -1.1% |
| 30D | -3.9% | -13.6% | +9.7% | -2.8% |
| 3M | -12.7% | +7.2% | -19.9% | -13.5% |
| 6M | -13.7% | +1.5% | -15.2% | -14.3% |
| YTD | +28.4% | -5.3% | +33.7% | +27.9% |
| 1Y | +21.8% | +37.7% | -16.0% | +17.1% |
| 3Y | -35.7% | +153.9% | -189.6% | -42.3% |
| 5Y | -36.8% | +43.9% | -80.7% | -46.6% |
| All | -15.2% | +136.7% | -151.9% | -41.4% |
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