+37.4%
PPL vs BBIO
+40.9%
-3.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | -0.1% |
| 7D | -1.8% | -3.9% | +2.1% | -1.7% |
| 30D | -2.2% | -13.4% | +11.2% | -1.9% |
| 3M | -3.1% | +7.6% | -10.6% | -3.3% |
| 6M | -8.1% | -2.4% | -5.7% | -8.1% |
| YTD | 0.0% | -5.2% | +5.3% | 0.0% |
| 1Y | -1.3% | +36.9% | -38.2% | -2.3% |
| 3Y | +52.7% | +155.2% | -102.5% | +48.0% |
| 5Y | +37.4% | +44.0% | -6.6% | +25.7% |
| All | +37.4% | +40.9% | -3.5% | +25.7% |
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