+1,642.3%
PWR vs BBIO
+136.7%
+1,505.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +4.2% | -3.2% | +7.4% | +4.5% |
| 30D | -4.0% | -13.6% | +9.6% | -2.9% |
| 3M | -4.8% | +7.2% | -12.0% | -5.5% |
| 6M | +14.6% | +1.5% | +13.2% | +14.1% |
| YTD | +54.2% | -5.3% | +59.5% | +53.9% |
| 1Y | +67.1% | +37.7% | +29.4% | +61.2% |
| 3Y | +218.5% | +153.9% | +64.5% | +186.3% |
| 5Y | +466.3% | +43.9% | +422.4% | +364.4% |
| All | +1,642.3% | +136.7% | +1,505.7% | +1,178.8% |
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