+107.6%
PLD vs BBIO
+136.7%
-29.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.2% | -3.2% | +2.0% | -0.9% |
| 30D | -3.5% | -13.6% | +10.1% | -2.4% |
| 3M | -7.1% | +7.2% | -14.3% | -7.9% |
| 6M | +2.6% | +1.5% | +1.1% | +2.1% |
| YTD | +8.0% | -5.3% | +13.3% | +7.7% |
| 1Y | +22.1% | +37.7% | -15.7% | +17.6% |
| 3Y | +22.3% | +153.9% | -131.6% | +9.8% |
| 5Y | +17.3% | +43.9% | -26.5% | -3.5% |
| All | +107.6% | +136.7% | -29.1% | +53.3% |
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