+117.8%
EXPE vs BBIO
+136.9%
-19.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.7% | +6.3% | +2.2% |
| 7D | -8.7% | -3.9% | -4.8% | -8.2% |
| 30D | -13.6% | -13.4% | -0.3% | -11.9% |
| 3M | +26.6% | +7.6% | +19.1% | +25.0% |
| 6M | +19.9% | -2.4% | +22.4% | +19.8% |
| YTD | -1.7% | -5.2% | +3.5% | -1.9% |
| 1Y | +29.4% | +36.9% | -7.5% | +22.0% |
| 3Y | +155.7% | +155.2% | +0.5% | +112.3% |
| 5Y | +93.1% | +44.0% | +49.1% | +40.3% |
| All | +117.8% | +136.9% | -19.0% | +34.4% |
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