+42.8%
PCG vs BBIO
+42.7%
+0.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -3.5% | -3.2% | -0.3% | -3.4% |
| 30D | -20.6% | -13.6% | -7.0% | -20.1% |
| 3M | -17.6% | +7.2% | -24.8% | -17.9% |
| 6M | -23.5% | +1.5% | -25.0% | -23.6% |
| YTD | -13.6% | -5.3% | -8.3% | -13.7% |
| 1Y | -11.3% | +37.7% | -49.1% | -12.9% |
| 3Y | -16.9% | +153.9% | -170.8% | -21.2% |
| All | +42.8% | +42.7% | +0.1% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling