+374.6%
PBR vs BBIO
+136.7%
+238.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +5.4% | -3.2% | +8.6% | +5.6% |
| 30D | +22.9% | -13.6% | +36.5% | +24.4% |
| 3M | +19.6% | +7.2% | +12.4% | +18.6% |
| 6M | +16.5% | +1.5% | +15.0% | +15.7% |
| YTD | +86.7% | -5.3% | +92.0% | +86.0% |
| 1Y | +74.7% | +37.7% | +37.0% | +67.8% |
| 3Y | +102.6% | +153.9% | -51.3% | +78.8% |
| 5Y | +566.6% | +43.9% | +522.7% | +452.4% |
| All | +374.6% | +136.7% | +238.0% | +188.3% |
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