+529.4%
GOOG vs BBIO
+136.7%
+392.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | 0.0% | -3.2% | +3.2% | +0.3% |
| 30D | -2.0% | -13.6% | +11.6% | -0.7% |
| 3M | -5.9% | +7.2% | -13.1% | -6.7% |
| 6M | +8.9% | +1.5% | +7.4% | +8.4% |
| YTD | +7.1% | -5.3% | +12.4% | +6.9% |
| 1Y | +39.7% | +37.7% | +2.0% | +34.6% |
| 3Y | +145.8% | +153.9% | -8.1% | +119.8% |
| 5Y | +138.6% | +43.9% | +94.7% | +92.6% |
| All | +529.4% | +136.7% | +392.8% | +334.1% |
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