+74.5%
META vs BBIO
+52.7%
+21.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +6.3% |
| 7D | +10.3% | -0.5% | +10.8% | +10.3% |
| 30D | +9.9% | -10.1% | +20.0% | +11.2% |
| 3M | +11.9% | +12.4% | -0.5% | +10.1% |
| 6M | +1.2% | +15.9% | -14.8% | -1.0% |
| YTD | -0.8% | -0.5% | -0.3% | -1.5% |
| 1Y | -14.3% | +42.2% | -56.6% | -18.6% |
| 3Y | +121.4% | +167.8% | -46.4% | +91.0% |
| 5Y | +74.5% | +49.6% | +24.9% | +18.7% |
| All | +74.5% | +52.7% | +21.7% | +18.7% |
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