+524.1%
PH vs BBIO
+136.7%
+387.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -1.3% | -3.2% | +1.9% | -0.9% |
| 30D | -11.0% | -13.6% | +2.6% | -9.6% |
| 3M | +5.5% | +7.2% | -1.7% | +4.5% |
| 6M | +1.5% | +1.5% | 0.0% | +1.0% |
| YTD | +8.8% | -5.3% | +14.1% | +8.6% |
| 1Y | +24.5% | +37.7% | -13.2% | +19.2% |
| 3Y | +141.2% | +153.9% | -12.7% | +111.6% |
| 5Y | +256.3% | +43.9% | +212.4% | +187.3% |
| All | +524.1% | +136.7% | +387.4% | +316.0% |
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