-48.8%
IT vs BBIO
+154.4%
-203.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.3% | +5.3% |
| 7D | -3.7% | -3.2% | -0.5% | -3.4% |
| 30D | +0.1% | -13.6% | +13.7% | +1.2% |
| 3M | +20.7% | +7.2% | +13.4% | +19.7% |
| 6M | +12.0% | +1.5% | +10.5% | +11.4% |
| YTD | -28.8% | -5.3% | -23.5% | -28.9% |
| 1Y | -25.5% | +37.7% | -63.2% | -28.4% |
| 3Y | -48.8% | +153.9% | -202.7% | -56.9% |
| All | -48.8% | +154.4% | -203.2% | -56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling