+274.7%
PSX vs BBIO
+136.9%
+137.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.5% |
| 7D | +1.5% | -3.9% | +5.4% | +1.8% |
| 30D | +15.8% | -13.4% | +29.2% | +17.1% |
| 3M | +43.0% | +7.6% | +35.5% | +41.9% |
| 6M | +61.1% | -2.4% | +63.5% | +60.7% |
| YTD | +104.5% | -5.2% | +109.7% | +103.8% |
| 1Y | +102.5% | +36.9% | +65.6% | +95.1% |
| 3Y | +133.5% | +155.2% | -21.7% | +108.2% |
| 5Y | +367.0% | +44.0% | +323.0% | +294.6% |
| All | +274.7% | +136.9% | +137.8% | +139.3% |
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