+419.0%
PR vs BBIO
+52.7%
+366.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.2% |
| 7D | -0.8% | -0.5% | -0.3% | -0.8% |
| 30D | +11.3% | -10.1% | +21.4% | +11.8% |
| 3M | +24.1% | +12.4% | +11.7% | +23.2% |
| 6M | +25.4% | +15.9% | +9.5% | +24.1% |
| YTD | +71.2% | -0.5% | +71.8% | +70.5% |
| 1Y | +78.6% | +42.2% | +36.4% | +74.5% |
| 3Y | +85.2% | +167.8% | -82.5% | +73.6% |
| 5Y | +419.0% | +49.6% | +369.4% | +403.6% |
| All | +419.0% | +52.7% | +366.3% | +403.6% |
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