+35.5%
M vs BBIO
+136.7%
-101.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.1% | +7.8% | +7.7% |
| 7D | -4.2% | -3.2% | -1.0% | -3.8% |
| 30D | -7.2% | -13.6% | +6.4% | -5.5% |
| 3M | -11.1% | +7.2% | -18.4% | -12.2% |
| 6M | +28.8% | +1.5% | +27.3% | +28.0% |
| YTD | +2.0% | -5.3% | +7.3% | +1.9% |
| 1Y | +31.3% | +37.7% | -6.5% | +24.6% |
| 3Y | +119.1% | +153.9% | -34.8% | +86.3% |
| 5Y | +29.7% | +43.9% | -14.2% | -4.3% |
| All | +35.5% | +136.7% | -101.1% | -22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling