+16.7%
ETSY vs BBIO
+136.7%
-120.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.9% | -3.2% | -1.7% | -4.4% |
| 30D | -8.6% | -13.6% | +5.0% | -6.5% |
| 3M | +4.8% | +7.2% | -2.5% | +3.2% |
| 6M | +38.1% | +1.5% | +36.6% | +37.0% |
| YTD | +31.2% | -5.3% | +36.5% | +30.6% |
| 1Y | +22.1% | +37.7% | -15.6% | +13.6% |
| 3Y | +12.2% | +153.9% | -141.7% | -9.3% |
| 5Y | -66.5% | +43.9% | -110.3% | -77.9% |
| All | +16.7% | +136.7% | -120.0% | -26.5% |
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