+170.0%
EXPD vs BBIO
+144.2%
+25.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -0.9% | -2.4% | +1.4% | -0.8% |
| 30D | +4.1% | -11.5% | +15.6% | +4.7% |
| 3M | +13.8% | +11.0% | +2.8% | +13.1% |
| 6M | +27.3% | +14.4% | +12.9% | +26.2% |
| YTD | +25.4% | -2.3% | +27.7% | +25.1% |
| 1Y | +54.4% | +37.7% | +16.7% | +51.0% |
| 3Y | +67.9% | +163.1% | -95.3% | +57.0% |
| 5Y | +59.2% | +49.5% | +9.7% | +39.5% |
| All | +170.0% | +144.2% | +25.8% | +123.6% |
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