+26.9%
M vs BBIO
+42.7%
-15.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.1% | +7.8% | +7.7% |
| 7D | -4.2% | -3.2% | -1.0% | -3.9% |
| 30D | -7.2% | -13.6% | +6.4% | -5.7% |
| 3M | -11.1% | +7.2% | -18.4% | -12.1% |
| 6M | +28.8% | +1.5% | +27.3% | +28.1% |
| YTD | +2.0% | -5.3% | +7.3% | +1.9% |
| 1Y | +31.3% | +37.7% | -6.5% | +25.7% |
| 3Y | +119.1% | +153.9% | -34.8% | +92.0% |
| All | +26.9% | +42.7% | -15.8% | -7.0% |
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