+327.2%
FTI vs BBIO
+136.7%
+190.5%
-82.2%
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 | -4.4% | -3.2% | -1.2% | -4.0% |
| 30D | +1.5% | -13.6% | +15.1% | +3.1% |
| 3M | +8.2% | +7.2% | +1.0% | +7.1% |
| 6M | +18.8% | +1.5% | +17.4% | +18.1% |
| YTD | +71.7% | -5.3% | +77.0% | +71.4% |
| 1Y | +90.0% | +37.7% | +52.3% | +81.6% |
| 3Y | +270.5% | +153.9% | +116.6% | +222.1% |
| 5Y | +1,084.5% | +43.9% | +1,040.7% | +854.8% |
| All | +327.2% | +136.7% | +190.5% | +142.4% |
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 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