+64.1%
ELV vs BBIO
+136.7%
-72.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +3.2% | -3.2% | +6.4% | +3.3% |
| 30D | +5.4% | -13.6% | +19.0% | +6.0% |
| 3M | +5.4% | +7.2% | -1.9% | +5.0% |
| 6M | +45.7% | +1.5% | +44.2% | +45.4% |
| YTD | +21.2% | -5.3% | +26.5% | +21.1% |
| 1Y | +35.6% | +37.7% | -2.1% | +33.3% |
| 3Y | -2.0% | +153.9% | -155.9% | -7.1% |
| 5Y | +26.0% | +43.9% | -17.9% | +16.4% |
| All | +64.1% | +136.7% | -72.5% | +27.5% |
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