+32.0%
M vs BBIO
+148.5%
-116.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.8% | -6.0% | -4.4% |
| 7D | -4.1% | -0.5% | -3.5% | -4.0% |
| 30D | -13.6% | -10.1% | -3.5% | -12.5% |
| 3M | -2.3% | +12.4% | -14.7% | -4.1% |
| 6M | +21.9% | +15.9% | +6.0% | +19.0% |
| YTD | -0.6% | -0.5% | -0.1% | -1.4% |
| 1Y | +29.7% | +42.2% | -12.5% | +22.6% |
| 3Y | +107.3% | +167.8% | -60.5% | +75.1% |
| 5Y | +20.5% | +49.6% | -29.1% | -11.5% |
| All | +32.0% | +148.5% | -116.5% | -24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling