+175.5%
EXE vs BBIO
+1.7%
+173.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +0.4% |
| 7D | -2.2% | -3.9% | +1.7% | -2.1% |
| 30D | -0.8% | -13.4% | +12.6% | -0.5% |
| 3M | +10.0% | +7.6% | +2.5% | +9.8% |
| 6M | -6.3% | -2.4% | -3.9% | -6.4% |
| YTD | -10.7% | -5.2% | -5.5% | -10.7% |
| 1Y | +2.7% | +36.9% | -34.2% | +1.7% |
| 3Y | +19.1% | +155.2% | -136.1% | +15.7% |
| 5Y | +105.4% | +44.0% | +61.4% | +100.6% |
| All | +175.5% | +1.7% | +173.8% | +180.6% |
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