+2.0%
RDW vs BBIO
+11.4%
-9.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +0.9% | -3.2% | +4.1% | +1.4% |
| 30D | -21.3% | -13.6% | -7.7% | -19.2% |
| 3M | -37.9% | +7.2% | -45.1% | -38.8% |
| 6M | +12.3% | +1.5% | +10.8% | +11.5% |
| YTD | +39.7% | -5.3% | +45.0% | +40.1% |
| 1Y | +25.7% | +37.7% | -12.0% | +17.7% |
| 3Y | +230.8% | +153.9% | +76.9% | +172.5% |
| 5Y | -8.8% | +43.9% | -52.6% | -39.3% |
| All | +2.0% | +11.4% | -9.4% | -30.0% |
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 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