+245.0%
META vs BBIO
+136.7%
+108.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | +5.1% | -3.2% | +8.3% | +5.5% |
| 30D | +12.0% | -13.6% | +25.5% | +13.9% |
| 3M | +14.1% | +7.2% | +6.9% | +12.8% |
| 6M | -0.9% | +1.5% | -2.3% | -1.4% |
| YTD | -1.7% | -5.3% | +3.6% | -1.8% |
| 1Y | -13.4% | +37.7% | -51.1% | -17.7% |
| 3Y | +112.6% | +153.9% | -41.4% | +82.5% |
| 5Y | +72.6% | +43.9% | +28.8% | +27.7% |
| All | +245.0% | +136.7% | +108.3% | +110.1% |
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