+37.9%
IWM vs BBIO
+42.7%
-4.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.4% | -3.2% | +0.8% | -2.1% |
| 30D | -4.6% | -13.6% | +9.0% | -3.2% |
| 3M | -0.3% | +7.2% | -7.5% | -1.2% |
| 6M | +14.7% | +1.5% | +13.3% | +14.2% |
| YTD | +17.8% | -5.3% | +23.1% | +17.7% |
| 1Y | +21.2% | +37.7% | -16.5% | +16.5% |
| 3Y | +62.3% | +153.9% | -91.6% | +44.8% |
| All | +37.9% | +42.7% | -4.8% | +9.2% |
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 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