+362.6%
PSX vs BBIO
+42.7%
+319.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +1.7% | -3.2% | +4.9% | +1.8% |
| 30D | +15.6% | -13.6% | +29.2% | +16.0% |
| 3M | +46.5% | +7.2% | +39.2% | +46.1% |
| 6M | +55.0% | +1.5% | +53.5% | +54.8% |
| YTD | +105.3% | -5.3% | +110.6% | +105.1% |
| 1Y | +101.6% | +37.7% | +63.9% | +99.2% |
| 3Y | +134.1% | +153.9% | -19.8% | +126.3% |
| All | +362.6% | +42.7% | +319.8% | +356.5% |
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