+1.3%
FERG vs BBIO
+26.9%
-25.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.2% | -2.5% | +1.9% |
| 7D | +7.7% | +10.0% | -2.3% | +6.2% |
| 30D | +11.5% | +17.8% | -6.3% | +8.7% |
| 3M | -2.4% | -5.1% | +2.7% | -1.8% |
| 6M | -4.0% | +12.9% | -16.9% | -6.6% |
| YTD | +13.4% | +1.8% | +11.5% | +11.0% |
| All | +1.3% | +26.9% | -25.6% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling