+103.4%
M vs BBIO
+154.7%
-51.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.7% | 0.0% | -4.1% |
| 7D | -8.8% | -3.9% | -4.9% | -8.3% |
| 30D | -16.4% | -13.4% | -3.0% | -14.8% |
| 3M | -10.8% | +7.6% | -18.4% | -12.0% |
| 6M | +16.1% | -2.4% | +18.6% | +15.9% |
| YTD | -5.3% | -5.2% | 0.0% | -5.5% |
| 1Y | +24.9% | +36.9% | -12.0% | +18.1% |
| All | +103.4% | +154.7% | -51.2% | +65.1% |
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 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