+82.4%
ORCL vs BBIO
+40.9%
+41.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.7% | -0.7% | -5.1% |
| 7D | -0.7% | -3.9% | +3.1% | -0.5% |
| 30D | +5.1% | -13.4% | +18.5% | +6.0% |
| 3M | -23.7% | +7.6% | -31.3% | -24.1% |
| 6M | +3.1% | -2.4% | +5.5% | +3.1% |
| YTD | -20.8% | -5.2% | -15.6% | -20.7% |
| 1Y | -52.9% | +36.9% | -89.8% | -53.8% |
| 3Y | +25.4% | +155.2% | -129.8% | +18.1% |
| 5Y | +82.4% | +44.0% | +38.4% | +58.5% |
| All | +82.4% | +40.9% | +41.5% | +58.5% |
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