+557.1%
FN vs BBIO
+155.8%
+401.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.2% | -7.5% | -7.3% |
| 7D | +0.3% | +5.4% | -5.1% | -0.2% |
| 30D | -16.5% | +20.6% | -37.1% | -18.1% |
| 3M | -42.1% | -3.6% | -38.5% | -42.0% |
| 6M | -52.9% | +14.1% | -67.0% | -53.6% |
| YTD | -28.0% | +2.4% | -30.3% | -28.6% |
| 1Y | -18.5% | +20.4% | -38.9% | -20.4% |
| 3Y | +93.9% | +184.5% | -90.7% | +72.5% |
| 5Y | +170.5% | +63.5% | +107.0% | +121.9% |
| All | +557.1% | +155.8% | +401.3% | +357.4% |
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 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