+67.2%
PSA vs BBIO
+136.7%
-69.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.8% | -3.2% | +1.4% | -1.7% |
| 30D | -8.4% | -13.6% | +5.2% | -7.8% |
| 3M | -7.8% | +7.2% | -15.1% | -8.2% |
| 6M | +0.8% | +1.5% | -0.7% | +0.5% |
| YTD | +16.5% | -5.3% | +21.8% | +16.4% |
| 1Y | +4.7% | +37.7% | -33.0% | +2.8% |
| 3Y | +21.1% | +153.9% | -132.9% | +14.5% |
| 5Y | +14.2% | +43.9% | -29.7% | +2.5% |
| All | +67.2% | +136.7% | -69.5% | +42.6% |
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 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