+167.0%
ETR vs BBIO
+136.7%
+30.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.8% | -3.2% | +1.4% | -1.7% |
| 30D | -1.8% | -13.6% | +11.8% | -1.2% |
| 3M | -3.6% | +7.2% | -10.8% | -3.9% |
| 6M | +2.6% | +1.5% | +1.1% | +2.4% |
| YTD | +16.0% | -5.3% | +21.3% | +15.9% |
| 1Y | +20.1% | +37.7% | -17.6% | +18.2% |
| 3Y | +143.6% | +153.9% | -10.3% | +131.8% |
| 5Y | +124.4% | +43.9% | +80.5% | +110.4% |
| All | +167.0% | +136.7% | +30.4% | +125.5% |
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