+134.2%
IGV vs BBIO
+136.9%
-2.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.1% |
| 7D | -5.4% | -3.9% | -1.5% | -5.0% |
| 30D | -2.6% | -13.4% | +10.8% | -1.1% |
| 3M | +10.5% | +7.6% | +3.0% | +9.4% |
| 6M | +18.2% | -2.4% | +20.6% | +18.0% |
| YTD | -4.2% | -5.2% | +1.0% | -4.4% |
| 1Y | -9.8% | +36.9% | -46.7% | -13.9% |
| 3Y | +39.1% | +155.2% | -116.1% | +20.4% |
| 5Y | +21.2% | +44.0% | -22.8% | -7.9% |
| All | +134.2% | +136.9% | -2.6% | +51.4% |
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