+33.0%
Q vs BBIO
+27.1%
+5.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +4.9% | -3.2% | +8.1% | +5.8% |
| 30D | -11.0% | -13.6% | +2.6% | -7.7% |
| 3M | -15.2% | +7.2% | -22.4% | -17.9% |
| 6M | +8.8% | +1.5% | +7.4% | +6.9% |
| YTD | +55.1% | -5.3% | +60.4% | +52.1% |
| All | +33.0% | +27.1% | +5.9% | +26.0% |
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