-61.5%
JD vs BBIO
+42.7%
-104.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -4.2% | -3.2% | -1.0% | -3.9% |
| 30D | -14.4% | -13.6% | -0.8% | -12.8% |
| 3M | -3.6% | +7.2% | -10.8% | -4.7% |
| 6M | -0.3% | +1.5% | -1.8% | -1.0% |
| YTD | -2.4% | -5.3% | +2.9% | -2.6% |
| 1Y | -18.5% | +37.7% | -56.3% | -22.8% |
| 3Y | -7.0% | +153.9% | -160.9% | -21.2% |
| All | -61.5% | +42.7% | -104.2% | -74.0% |
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