+203.2%
PBF vs BBIO
+136.7%
+66.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +5.3% | -3.2% | +8.5% | +5.8% |
| 30D | +11.7% | -13.6% | +25.3% | +13.8% |
| 3M | +91.1% | +7.2% | +83.8% | +88.5% |
| 6M | +88.4% | +1.5% | +87.0% | +86.2% |
| YTD | +194.1% | -5.3% | +199.3% | +191.9% |
| 1Y | +180.4% | +37.7% | +142.7% | +162.6% |
| 3Y | +59.3% | +153.9% | -94.6% | +31.2% |
| 5Y | +816.3% | +43.9% | +772.4% | +576.4% |
| All | +203.2% | +136.7% | +66.6% | +48.6% |
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