+958.5%
JBL vs BBIO
+136.7%
+821.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.1% |
| 7D | +2.4% | -3.2% | +5.6% | +2.8% |
| 30D | -13.1% | -13.6% | +0.5% | -11.8% |
| 3M | -15.6% | +7.2% | -22.8% | -16.4% |
| 6M | +24.6% | +1.5% | +23.1% | +24.0% |
| YTD | +39.6% | -5.3% | +44.9% | +39.5% |
| 1Y | +48.6% | +37.7% | +10.9% | +42.3% |
| 3Y | +197.3% | +153.9% | +43.4% | +160.5% |
| 5Y | +413.0% | +43.9% | +369.1% | +306.7% |
| All | +958.5% | +136.7% | +821.8% | +607.7% |
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