+3,287.3%
FIX vs BBIO
+144.2%
+3,143.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +6.1% | -2.4% | +8.4% | +6.3% |
| 30D | -2.7% | -11.5% | +8.8% | -1.4% |
| 3M | -10.9% | +11.0% | -21.9% | -12.1% |
| 6M | +29.0% | +14.4% | +14.6% | +26.7% |
| YTD | +76.9% | -2.3% | +79.1% | +76.2% |
| 1Y | +130.7% | +37.7% | +93.0% | +121.5% |
| 3Y | +790.7% | +163.1% | +627.5% | +687.1% |
| 5Y | +2,185.6% | +49.5% | +2,136.1% | +1,772.3% |
| All | +3,287.3% | +144.2% | +3,143.1% | +2,290.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling