+173.0%
FWONK vs BBIO
+136.7%
+36.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.1% | -3.2% | +3.3% | +0.4% |
| 30D | -7.7% | -13.6% | +5.9% | -6.5% |
| 3M | +5.7% | +7.2% | -1.5% | +4.8% |
| 6M | +13.5% | +1.5% | +12.0% | +12.9% |
| YTD | -3.0% | -5.3% | +2.3% | -3.2% |
| 1Y | -6.4% | +37.7% | -44.1% | -10.3% |
| 3Y | +43.8% | +153.9% | -110.1% | +26.4% |
| 5Y | +98.6% | +43.9% | +54.7% | +61.8% |
| All | +173.0% | +136.7% | +36.3% | +67.0% |
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