+22.6%
IEFA vs BBIO
+44.0%
-21.4%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +0.6% | -2.3% | +2.9% | +0.8% |
| 30D | +1.0% | -8.7% | +9.8% | +1.9% |
| 3M | +4.7% | +11.2% | -6.4% | +3.2% |
| 6M | +8.6% | +12.5% | -3.9% | +6.8% |
| YTD | +14.8% | -2.2% | +17.0% | +13.8% |
| 1Y | +22.6% | +44.4% | -21.8% | +17.0% |
| All | +22.6% | +44.0% | -21.4% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling