+3.7%
PEP vs BBIO
+26.8%
-23.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.2% | -1.5% | +3.9% |
| 7D | +7.4% | +10.0% | -2.6% | +7.7% |
| 30D | +13.3% | +17.8% | -4.4% | +14.1% |
| 3M | +3.5% | -5.1% | +8.6% | +3.0% |
| 6M | -5.9% | +12.9% | -18.8% | -5.6% |
| YTD | +2.3% | +1.8% | +0.4% | +2.1% |
| 1Y | +3.7% | +26.9% | -23.2% | +2.2% |
| All | +3.7% | +26.8% | -23.1% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling