+115.2%
IJH vs BBIO
+136.7%
-21.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | -3.2% | +1.3% | -1.6% |
| 30D | -4.6% | -13.6% | +9.0% | -3.3% |
| 3M | -1.2% | +7.2% | -8.4% | -2.0% |
| 6M | +9.4% | +1.5% | +7.9% | +8.9% |
| YTD | +13.3% | -5.3% | +18.6% | +13.1% |
| 1Y | +13.4% | +37.7% | -24.3% | +8.8% |
| 3Y | +50.4% | +153.9% | -103.5% | +32.9% |
| 5Y | +49.0% | +43.9% | +5.1% | +20.3% |
| All | +115.2% | +136.7% | -21.5% | +45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling