+62.8%
FDX vs BBIO
+42.7%
+20.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.3% | -3.2% | -0.1% | -3.1% |
| 30D | -4.5% | -13.6% | +9.1% | -3.5% |
| 3M | -7.3% | +7.2% | -14.6% | -8.0% |
| 6M | +7.5% | +1.5% | +6.1% | +7.1% |
| YTD | +35.1% | -5.3% | +40.4% | +34.8% |
| 1Y | +71.4% | +37.7% | +33.7% | +66.1% |
| 3Y | +60.8% | +153.9% | -93.1% | +46.9% |
| All | +62.8% | +42.7% | +20.0% | +28.6% |
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