+121.4%
ETR vs BBIO
+42.7%
+78.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.8% | -3.2% | +1.4% | -1.8% |
| 30D | -1.8% | -13.6% | +11.8% | -1.6% |
| 3M | -3.6% | +7.2% | -10.8% | -3.7% |
| 6M | +2.6% | +1.5% | +1.1% | +2.5% |
| YTD | +16.0% | -5.3% | +21.3% | +16.0% |
| 1Y | +20.1% | +37.7% | -17.6% | +19.5% |
| 3Y | +143.6% | +153.9% | -10.3% | +140.1% |
| All | +121.4% | +42.7% | +78.6% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling