-8.7%
PTC vs BBIO
+154.4%
-163.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -7.3% | -3.2% | -4.1% | -7.0% |
| 30D | -11.6% | -13.6% | +2.0% | -10.4% |
| 3M | +10.5% | +7.2% | +3.2% | +9.3% |
| 6M | -17.8% | +1.5% | -19.3% | -18.4% |
| YTD | -24.9% | -5.3% | -19.6% | -25.2% |
| 1Y | -36.8% | +37.7% | -74.5% | -40.5% |
| 3Y | -8.7% | +153.9% | -162.6% | -23.3% |
| All | -8.7% | +154.4% | -163.2% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling