+219.1%
RCL vs BBIO
+42.7%
+176.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -1.9% | -3.2% | +1.3% | -1.5% |
| 30D | -15.5% | -13.6% | -1.9% | -13.8% |
| 3M | -9.7% | +7.2% | -16.9% | -10.8% |
| 6M | -8.7% | +1.5% | -10.2% | -9.2% |
| YTD | -5.8% | -5.3% | -0.5% | -5.7% |
| 1Y | -24.5% | +37.7% | -62.2% | -28.6% |
| 3Y | +173.9% | +153.9% | +20.0% | +130.0% |
| All | +219.1% | +42.7% | +176.3% | +125.9% |
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 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