+49.3%
F vs BBIO
+40.9%
+8.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.9% | +3.5% |
| 7D | -3.7% | -3.9% | +0.2% | -3.4% |
| 30D | -0.7% | -13.4% | +12.7% | +0.2% |
| 3M | -1.9% | +7.6% | -9.4% | -2.6% |
| 6M | +16.1% | -2.4% | +18.5% | +16.0% |
| YTD | +9.5% | -5.2% | +14.7% | +9.3% |
| 1Y | +27.2% | +36.9% | -9.7% | +23.9% |
| 3Y | +36.3% | +155.2% | -118.9% | +25.8% |
| 5Y | +49.3% | +44.0% | +5.3% | +26.6% |
| All | +49.3% | +40.9% | +8.3% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling