+12.2%
IOT vs BBIO
+44.0%
-31.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | -2.3% | -2.3% | 0.0% | -2.2% |
| 30D | +3.8% | -8.7% | +12.5% | +4.5% |
| 3M | +14.2% | +11.2% | +3.0% | +13.2% |
| 6M | +40.1% | +12.5% | +27.6% | +38.5% |
| YTD | +13.4% | -2.2% | +15.6% | +13.5% |
| 1Y | +12.2% | +44.4% | -32.2% | -1.6% |
| All | +12.2% | +44.0% | -31.8% | -1.6% |
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