+111.8%
PLD vs BBIO
+144.2%
-32.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | -2.4% | +1.5% | -0.7% |
| 30D | -1.2% | -11.5% | +10.3% | -0.2% |
| 3M | -2.3% | +11.0% | -13.3% | -3.4% |
| 6M | +4.5% | +14.4% | -9.9% | +2.9% |
| YTD | +10.1% | -2.3% | +12.4% | +9.6% |
| 1Y | +25.9% | +37.7% | -11.8% | +21.3% |
| 3Y | +24.4% | +163.1% | -138.7% | +11.4% |
| 5Y | +15.5% | +49.5% | -34.0% | -5.4% |
| All | +111.8% | +144.2% | -32.5% | +56.0% |
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