+297.4%
FN vs BBIO
+52.7%
+244.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.3% |
| 7D | +5.8% | -0.5% | +6.3% | +5.8% |
| 30D | -20.6% | -10.1% | -10.5% | -20.0% |
| 3M | -28.6% | +12.4% | -41.0% | -29.4% |
| 6M | -20.7% | +15.9% | -36.6% | -21.8% |
| YTD | -8.1% | -0.5% | -7.6% | -8.5% |
| 1Y | +13.3% | +42.2% | -28.9% | +9.8% |
| 3Y | +175.7% | +167.8% | +7.9% | +153.5% |
| 5Y | +297.4% | +49.6% | +247.8% | +242.5% |
| All | +297.4% | +52.7% | +244.7% | +242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling