+60.2%
EMR vs BBIO
+154.4%
-94.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -0.4% | -3.2% | +2.8% | 0.0% |
| 30D | -6.8% | -13.6% | +6.8% | -5.1% |
| 3M | +7.5% | +7.2% | +0.2% | +6.2% |
| 6M | +9.9% | +1.5% | +8.4% | +9.2% |
| YTD | +16.0% | -5.3% | +21.3% | +15.7% |
| 1Y | +12.4% | +37.7% | -25.3% | +6.9% |
| 3Y | +60.2% | +153.9% | -93.7% | +39.7% |
| All | +60.2% | +154.4% | -94.2% | +39.7% |
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