+17.8%
FND vs BBIO
+136.7%
-118.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -5.8% | -3.2% | -2.5% | -5.2% |
| 30D | -20.2% | -13.6% | -6.6% | -18.2% |
| 3M | -12.0% | +7.2% | -19.2% | -13.4% |
| 6M | -18.5% | +1.5% | -20.0% | -19.1% |
| YTD | -22.3% | -5.3% | -17.0% | -22.3% |
| 1Y | -47.6% | +37.7% | -85.4% | -51.2% |
| 3Y | -49.8% | +153.9% | -203.7% | -59.3% |
| 5Y | -63.0% | +43.9% | -106.8% | -75.0% |
| All | +17.8% | +136.7% | -118.9% | -37.2% |
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