+17.2%
IP vs BBIO
+136.9%
-119.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.7% | -0.7% |
| 7D | -5.9% | -3.9% | -2.0% | -5.7% |
| 30D | -17.0% | -13.4% | -3.7% | -16.3% |
| 3M | +8.9% | +7.6% | +1.3% | +8.3% |
| 6M | -10.0% | -2.4% | -7.5% | -10.0% |
| YTD | -9.8% | -5.2% | -4.5% | -9.8% |
| 1Y | -22.6% | +36.9% | -59.5% | -24.5% |
| 3Y | +13.1% | +155.2% | -142.1% | +4.4% |
| 5Y | -22.3% | +44.0% | -66.3% | -32.4% |
| All | +17.2% | +136.9% | -119.6% | -12.1% |
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