+29.1%
EMB vs BBIO
+154.4%
-125.3%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.2% | -3.2% | +2.0% | -1.0% |
| 30D | -1.3% | -13.6% | +12.3% | -0.6% |
| 3M | -1.8% | +7.2% | -9.0% | -2.2% |
| 6M | +0.2% | +1.5% | -1.3% | -0.1% |
| YTD | +0.4% | -5.3% | +5.7% | +0.3% |
| 1Y | +2.8% | +37.7% | -34.9% | +0.6% |
| 3Y | +29.1% | +153.9% | -124.8% | +18.4% |
| All | +29.1% | +154.4% | -125.3% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling