+261.7%
PR vs BBIO
+155.4%
+106.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +2.3% |
| 7D | +6.7% | +5.3% | +1.4% | +5.8% |
| 30D | -6.1% | +23.5% | -29.6% | -9.3% |
| 3M | +6.9% | -6.8% | +13.6% | +7.7% |
| 6M | +14.6% | +18.5% | -3.9% | +10.6% |
| YTD | +66.1% | +2.2% | +63.9% | +62.5% |
| 1Y | +77.0% | +18.0% | +59.0% | +69.0% |
| 3Y | +93.8% | +188.5% | -94.6% | +52.1% |
| 5Y | +268.2% | +63.3% | +205.0% | +146.5% |
| All | +261.7% | +155.4% | +106.3% | +62.9% |
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