+236.3%
PCAR vs BBIO
+136.7%
+99.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.6% | -3.2% | +1.6% | -1.4% |
| 30D | -6.4% | -13.6% | +7.2% | -5.6% |
| 3M | +4.7% | +7.2% | -2.6% | +4.1% |
| 6M | +4.5% | +1.5% | +3.0% | +4.2% |
| YTD | +13.0% | -5.3% | +18.3% | +12.9% |
| 1Y | +23.6% | +37.7% | -14.1% | +20.6% |
| 3Y | +60.7% | +153.9% | -93.2% | +49.3% |
| 5Y | +164.5% | +43.9% | +120.6% | +132.1% |
| All | +236.3% | +136.7% | +99.7% | +167.1% |
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