+539.6%
P vs BBIO
+136.7%
+403.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.3% |
| 7D | -1.3% | -3.2% | +1.9% | -0.9% |
| 30D | -11.9% | -13.6% | +1.7% | -10.0% |
| 3M | +41.6% | +7.2% | +34.4% | +40.0% |
| 6M | +58.1% | +1.5% | +56.7% | +57.1% |
| YTD | +46.5% | -5.3% | +51.8% | +46.3% |
| 1Y | +19.1% | +37.7% | -18.7% | +12.1% |
| 3Y | +150.6% | +153.9% | -3.3% | +110.4% |
| 5Y | +271.8% | +43.9% | +227.9% | +172.6% |
| All | +539.6% | +136.7% | +403.0% | +258.4% |
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