+218.5%
PWR vs BBIO
+154.4%
+64.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +4.2% | -3.2% | +7.4% | +4.6% |
| 30D | -4.0% | -13.6% | +9.6% | -2.4% |
| 3M | -4.8% | +7.2% | -12.0% | -5.9% |
| 6M | +14.6% | +1.5% | +13.2% | +13.8% |
| YTD | +54.2% | -5.3% | +59.5% | +53.7% |
| 1Y | +67.1% | +37.7% | +29.4% | +57.8% |
| 3Y | +218.5% | +153.9% | +64.5% | +174.9% |
| All | +218.5% | +154.4% | +64.0% | +174.9% |
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 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