+709.4%
FN vs BBIO
+136.9%
+572.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.7% | +1.3% | -3.0% |
| 7D | +2.3% | -3.9% | +6.1% | +2.7% |
| 30D | -23.2% | -13.4% | -9.8% | -22.2% |
| 3M | -30.4% | +7.6% | -37.9% | -31.0% |
| 6M | -25.6% | -2.4% | -23.2% | -25.6% |
| YTD | -11.3% | -5.2% | -6.1% | -11.3% |
| 1Y | +8.4% | +36.9% | -28.5% | +4.6% |
| 3Y | +166.2% | +155.2% | +11.1% | +139.2% |
| 5Y | +290.3% | +44.0% | +246.3% | +224.6% |
| All | +709.4% | +136.9% | +572.5% | +467.9% |
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