+114.1%
DT vs BBIO
+146.8%
-32.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.6% | -3.2% | +1.6% | -1.1% |
| 30D | +3.0% | -13.6% | +16.6% | +5.4% |
| 3M | +26.5% | +7.2% | +19.3% | +24.7% |
| 6M | +35.9% | +1.5% | +34.5% | +34.6% |
| YTD | +17.8% | -5.3% | +23.1% | +17.3% |
| 1Y | +4.1% | +37.7% | -33.7% | -3.1% |
| 3Y | +5.3% | +153.9% | -148.6% | -15.3% |
| 5Y | -27.2% | +43.9% | -71.0% | -50.9% |
| All | +114.1% | +146.8% | -32.7% | +14.0% |
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