+59.1%
PG vs BBIO
+136.7%
-77.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -0.8% | -3.2% | +2.4% | -0.8% |
| 30D | +0.8% | -13.6% | +14.4% | +1.0% |
| 3M | -1.3% | +7.2% | -8.6% | -1.5% |
| 6M | -3.8% | +1.5% | -5.3% | -3.9% |
| YTD | +3.6% | -5.3% | +8.9% | +3.6% |
| 1Y | -5.7% | +37.7% | -43.4% | -6.3% |
| 3Y | +1.6% | +153.9% | -152.3% | -0.6% |
| 5Y | +14.6% | +43.9% | -29.3% | +10.5% |
| All | +59.1% | +136.7% | -77.5% | +47.4% |
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