+532.3%
P vs BBIO
+148.5%
+383.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -4.3% |
| 7D | +5.0% | -0.5% | +5.6% | +5.1% |
| 30D | -0.9% | -10.1% | +9.2% | +0.5% |
| 3M | +38.7% | +12.4% | +26.2% | +36.2% |
| 6M | +54.4% | +15.9% | +38.5% | +50.1% |
| YTD | +44.8% | -0.5% | +45.4% | +43.6% |
| 1Y | +22.5% | +42.2% | -19.7% | +14.8% |
| 3Y | +148.2% | +167.8% | -19.6% | +106.9% |
| 5Y | +268.9% | +49.6% | +219.4% | +169.3% |
| All | +532.3% | +148.5% | +383.8% | +251.8% |
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