+47.8%
INDA vs BBIO
+136.7%
-88.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -3.2% | +0.5% | -2.5% |
| 30D | -2.8% | -13.6% | +10.8% | -1.8% |
| 3M | +1.6% | +7.2% | -5.6% | +1.0% |
| 6M | -1.4% | +1.5% | -2.9% | -1.7% |
| YTD | -10.1% | -5.3% | -4.8% | -10.2% |
| 1Y | -8.8% | +37.7% | -46.5% | -11.3% |
| 3Y | +7.6% | +153.9% | -146.3% | -1.5% |
| 5Y | +5.8% | +43.9% | -38.1% | -8.3% |
| All | +47.8% | +136.7% | -88.9% | +6.5% |
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