-7.4%
INDA vs BBIO
+26.8%
-34.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.2% | -2.5% | +2.2% |
| 7D | +6.9% | +10.0% | -3.1% | +6.0% |
| 30D | +7.4% | +17.8% | -10.3% | +5.8% |
| 3M | -1.0% | -5.1% | +4.1% | -0.6% |
| 6M | +2.9% | +12.9% | -10.0% | +1.2% |
| YTD | -7.4% | +1.8% | -9.3% | -8.6% |
| 1Y | -7.4% | +26.9% | -34.3% | -9.8% |
| All | -7.4% | +26.8% | -34.2% | -9.8% |
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