+5.2%
LOW vs BBIO
+42.7%
-37.5%
-33.9%
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% | +0.1% |
| 7D | -3.7% | -3.2% | -0.5% | -3.5% |
| 30D | -8.9% | -13.6% | +4.7% | -8.0% |
| 3M | -10.4% | +7.2% | -17.7% | -11.0% |
| 6M | -19.4% | +1.5% | -20.9% | -19.7% |
| YTD | -17.1% | -5.3% | -11.8% | -17.2% |
| 1Y | -26.3% | +37.7% | -64.0% | -28.3% |
| 3Y | -9.9% | +153.9% | -163.8% | -17.2% |
| All | +5.2% | +42.7% | -37.5% | -13.0% |
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