+72.7%
PL vs BBIO
+52.7%
+20.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.7% |
| 7D | -13.9% | -0.5% | -13.3% | -13.8% |
| 30D | -25.5% | -10.1% | -15.3% | -23.8% |
| 3M | -44.8% | +12.4% | -57.2% | -46.2% |
| 6M | -33.3% | +15.9% | -49.2% | -36.0% |
| YTD | -12.7% | -0.5% | -12.1% | -13.9% |
| 1Y | +90.9% | +42.2% | +48.7% | +74.2% |
| 3Y | +528.5% | +167.8% | +360.7% | +392.5% |
| 5Y | +72.7% | +49.6% | +23.2% | +6.9% |
| All | +72.7% | +52.7% | +20.0% | +6.9% |
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