+3,209.0%
FIX vs BBIO
+144.5%
+3,064.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.0% |
| 7D | +6.0% | -2.3% | +8.3% | +6.3% |
| 30D | -7.2% | -8.7% | +1.5% | -6.4% |
| 3M | -15.9% | +11.2% | -27.0% | -16.9% |
| 6M | +12.7% | +12.5% | +0.3% | +11.0% |
| YTD | +72.8% | -2.2% | +74.9% | +72.2% |
| 1Y | +122.9% | +44.4% | +78.5% | +112.9% |
| 3Y | +774.3% | +144.7% | +629.6% | +677.5% |
| 5Y | +2,049.5% | +45.0% | +2,004.5% | +1,670.8% |
| All | +3,209.0% | +144.5% | +3,064.5% | +2,234.8% |
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