-21.8%
IP vs BBIO
+52.7%
-74.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.8% | -6.8% | -5.1% |
| 7D | -4.6% | -0.5% | -4.0% | -4.6% |
| 30D | -15.3% | -10.1% | -5.1% | -14.9% |
| 3M | +2.7% | +12.4% | -9.7% | +2.1% |
| 6M | -7.4% | +15.9% | -23.3% | -8.1% |
| YTD | -8.8% | -0.5% | -8.3% | -9.1% |
| 1Y | -22.4% | +42.2% | -64.7% | -23.8% |
| 3Y | +14.2% | +167.8% | -153.6% | +8.7% |
| 5Y | -21.8% | +49.6% | -71.4% | -32.3% |
| All | -21.8% | +52.7% | -74.5% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling