+234.0%
PCAR vs BBIO
+148.5%
+85.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.6% |
| 7D | -0.2% | -0.5% | +0.3% | -0.2% |
| 30D | -6.9% | -10.1% | +3.3% | -6.3% |
| 3M | +2.1% | +12.4% | -10.3% | +1.3% |
| 6M | +1.6% | +15.9% | -14.3% | +0.5% |
| YTD | +12.2% | -0.5% | +12.8% | +11.8% |
| 1Y | +28.0% | +42.2% | -14.2% | +24.8% |
| 3Y | +61.0% | +167.8% | -106.8% | +49.1% |
| 5Y | +163.9% | +49.6% | +114.4% | +131.1% |
| All | +234.0% | +148.5% | +85.5% | +164.5% |
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