+249.6%
PH vs BBIO
+42.7%
+206.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -1.3% | -3.2% | +1.9% | -1.0% |
| 30D | -11.0% | -13.6% | +2.6% | -10.0% |
| 3M | +5.5% | +7.2% | -1.7% | +4.8% |
| 6M | +1.5% | +1.5% | 0.0% | +1.1% |
| YTD | +8.8% | -5.3% | +14.1% | +8.7% |
| 1Y | +24.5% | +37.7% | -13.2% | +20.9% |
| 3Y | +141.2% | +153.9% | -12.7% | +121.4% |
| All | +249.6% | +42.7% | +206.8% | +195.2% |
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 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