+22.9%
ORCL vs BBIO
+154.4%
-131.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -5.4% | -3.2% | -2.1% | -4.9% |
| 30D | -2.0% | -13.6% | +11.6% | +0.2% |
| 3M | -18.1% | +7.2% | -25.3% | -19.1% |
| 6M | -7.2% | +1.5% | -8.7% | -7.7% |
| YTD | -22.2% | -5.3% | -16.9% | -22.1% |
| 1Y | -50.6% | +37.7% | -88.3% | -53.0% |
| 3Y | +22.9% | +153.9% | -131.0% | +5.9% |
| All | +22.9% | +154.4% | -131.6% | +5.9% |
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