+17.7%
IP vs BBIO
+155.8%
-138.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | -0.3% | +5.4% | -5.7% | -0.6% |
| 30D | +7.9% | +20.6% | -12.6% | +6.6% |
| 3M | -15.3% | -3.6% | -11.7% | -15.2% |
| 6M | +10.5% | +14.1% | -3.6% | +9.4% |
| YTD | -9.4% | +2.4% | -11.7% | -9.9% |
| 1Y | -4.6% | +20.4% | -25.0% | -6.2% |
| 3Y | +21.2% | +184.5% | -163.3% | +11.2% |
| 5Y | -13.3% | +63.5% | -76.9% | -25.3% |
| All | +17.7% | +155.8% | -138.1% | -12.2% |
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