+51.2%
PPL vs BBIO
+167.2%
-116.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.6% |
| 7D | 0.0% | -0.5% | +0.6% | 0.0% |
| 30D | -1.3% | -10.1% | +8.9% | -0.9% |
| 3M | -2.6% | +12.4% | -15.0% | -3.1% |
| 6M | -8.4% | +15.9% | -24.3% | -9.1% |
| YTD | +0.2% | -0.5% | +0.7% | -0.1% |
| 1Y | -0.2% | +42.2% | -42.4% | -2.2% |
| All | +51.2% | +167.2% | -116.0% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling