+83.0%
PL vs BBIO
+35.7%
+47.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | -9.3% | -2.3% | -7.0% | -8.9% |
| 30D | -18.9% | -8.7% | -10.2% | -17.4% |
| 3M | -58.4% | +11.2% | -69.5% | -59.4% |
| 6M | -30.3% | +12.5% | -42.8% | -32.7% |
| YTD | -8.1% | -2.2% | -6.0% | -9.0% |
| 1Y | +180.5% | +44.4% | +136.1% | +155.9% |
| 3Y | +444.1% | +144.7% | +299.4% | +335.7% |
| 5Y | +83.0% | +45.0% | +38.0% | +13.3% |
| All | +83.0% | +35.7% | +47.3% | +13.5% |
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