+163.4%
JPM vs BBIO
+154.4%
+9.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -0.7% | -3.2% | +2.5% | -0.3% |
| 30D | -2.5% | -13.6% | +11.1% | -1.0% |
| 3M | +14.1% | +7.2% | +6.9% | +13.1% |
| 6M | +25.1% | +1.5% | +23.6% | +24.5% |
| YTD | +12.1% | -5.3% | +17.4% | +11.9% |
| 1Y | +18.8% | +37.7% | -18.9% | +13.7% |
| 3Y | +163.4% | +153.9% | +9.5% | +127.6% |
| All | +163.4% | +154.4% | +9.0% | +127.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling