+41.5%
QCOM vs BBIO
+42.7%
-1.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +7.8% | -3.2% | +11.0% | +8.2% |
| 30D | +12.2% | -13.6% | +25.8% | +13.9% |
| 3M | -9.9% | +7.2% | -17.1% | -10.6% |
| 6M | +36.9% | +1.5% | +35.4% | +36.3% |
| YTD | +8.0% | -5.3% | +13.3% | +8.0% |
| 1Y | +15.0% | +37.7% | -22.7% | +10.5% |
| 3Y | +75.8% | +153.9% | -78.1% | +56.7% |
| All | +41.5% | +42.7% | -1.3% | +8.4% |
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