+37.2%
M vs BBIO
+26.8%
+10.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +5.2% | +2.4% | +6.7% |
| 7D | +8.3% | +10.0% | -1.7% | +6.5% |
| 30D | +14.2% | +17.8% | -3.6% | +11.1% |
| 3M | -1.1% | -5.1% | +4.0% | -0.7% |
| 6M | +36.6% | +12.9% | +23.7% | +32.5% |
| YTD | +19.8% | +1.8% | +18.0% | +16.6% |
| 1Y | +37.2% | +26.9% | +10.3% | +28.3% |
| All | +37.2% | +26.8% | +10.4% | +28.3% |
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