+216.3%
ORCL vs BBIO
+148.5%
+67.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.7% |
| 7D | +10.9% | -0.5% | +11.4% | +10.9% |
| 30D | +7.0% | -10.1% | +17.1% | +7.8% |
| 3M | -21.2% | +12.4% | -33.6% | -21.9% |
| 6M | +7.4% | +15.9% | -8.5% | +6.0% |
| YTD | -16.3% | -0.5% | -15.7% | -16.5% |
| 1Y | -32.3% | +42.2% | -74.5% | -34.2% |
| 3Y | +32.6% | +167.8% | -135.2% | +22.1% |
| 5Y | +93.1% | +49.6% | +43.5% | +66.6% |
| All | +216.3% | +148.5% | +67.7% | +134.8% |
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