+241.2%
RL vs BBIO
+136.7%
+104.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -3.4% | -3.2% | -0.2% | -3.1% |
| 30D | -14.4% | -13.6% | -0.8% | -13.0% |
| 3M | -13.6% | +7.2% | -20.8% | -14.5% |
| 6M | +0.6% | +1.5% | -0.9% | +0.1% |
| YTD | -3.6% | -5.3% | +1.7% | -3.6% |
| 1Y | +8.3% | +37.7% | -29.4% | +3.6% |
| 3Y | +204.8% | +153.9% | +50.9% | +165.3% |
| 5Y | +232.9% | +43.9% | +189.1% | +156.8% |
| All | +241.2% | +136.7% | +104.6% | +123.3% |
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