+190.8%
IVV vs BBIO
+148.5%
+42.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | -0.4% | -0.5% | +0.2% | -0.3% |
| 30D | -1.4% | -10.1% | +8.8% | -0.6% |
| 3M | +3.7% | +12.4% | -8.7% | +2.6% |
| 6M | +13.0% | +15.9% | -2.9% | +11.4% |
| YTD | +12.4% | -0.5% | +13.0% | +11.9% |
| 1Y | +18.6% | +42.2% | -23.6% | +14.7% |
| 3Y | +78.1% | +167.8% | -89.7% | +61.3% |
| 5Y | +82.3% | +49.6% | +32.7% | +53.1% |
| All | +190.8% | +148.5% | +42.3% | +113.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling