+658.1%
QLD vs BBIO
+136.7%
+521.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -1.2% | -3.2% | +2.0% | -0.6% |
| 30D | -3.0% | -13.6% | +10.6% | -0.4% |
| 3M | -2.8% | +7.2% | -10.0% | -4.4% |
| 6M | +32.0% | +1.5% | +30.5% | +31.0% |
| YTD | +27.3% | -5.3% | +32.6% | +27.2% |
| 1Y | +37.9% | +37.7% | +0.2% | +28.1% |
| 3Y | +174.6% | +153.9% | +20.7% | +119.9% |
| 5Y | +124.8% | +43.9% | +80.9% | +47.6% |
| All | +658.1% | +136.7% | +521.5% | +290.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling