+3,374.4%
FIX vs BBIO
+136.7%
+3,237.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +5.0% | -3.2% | +8.2% | +5.4% |
| 30D | -2.7% | -13.6% | +10.9% | -1.2% |
| 3M | -8.2% | +7.2% | -15.5% | -9.1% |
| 6M | +20.3% | +1.5% | +18.8% | +19.8% |
| YTD | +81.4% | -5.3% | +86.7% | +81.4% |
| 1Y | +121.5% | +37.7% | +83.8% | +112.7% |
| 3Y | +807.4% | +153.9% | +653.5% | +704.9% |
| 5Y | +2,306.7% | +43.9% | +2,262.9% | +1,880.6% |
| All | +3,374.4% | +136.7% | +3,237.7% | +2,359.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling