+169.0%
FDX vs BBIO
+136.9%
+32.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.7% | +5.5% | +1.3% |
| 7D | -3.9% | -3.9% | 0.0% | -3.5% |
| 30D | -3.3% | -13.4% | +10.1% | -1.9% |
| 3M | -2.0% | +7.6% | -9.5% | -2.9% |
| 6M | +8.0% | -2.4% | +10.5% | +7.8% |
| YTD | +35.0% | -5.2% | +40.2% | +34.6% |
| 1Y | +73.7% | +36.9% | +36.8% | +66.3% |
| 3Y | +61.6% | +155.2% | -93.6% | +41.8% |
| 5Y | +65.4% | +44.0% | +21.4% | +31.4% |
| All | +169.0% | +136.9% | +32.2% | +73.3% |
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