+48.6%
JBL vs BBIO
+36.5%
+12.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.1% |
| 7D | +2.4% | -3.2% | +5.6% | +2.9% |
| 30D | -13.1% | -13.6% | +0.5% | -11.2% |
| 3M | -15.6% | +7.2% | -22.8% | -16.9% |
| 6M | +24.6% | +1.5% | +23.1% | +23.5% |
| YTD | +39.6% | -5.3% | +44.9% | +38.6% |
| 1Y | +48.6% | +37.7% | +10.9% | +37.1% |
| All | +48.6% | +36.5% | +12.1% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling