+204.8%
RL vs BBIO
+154.4%
+50.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -3.4% | -3.2% | -0.2% | -3.0% |
| 30D | -14.4% | -13.6% | -0.8% | -12.6% |
| 3M | -13.6% | +7.2% | -20.8% | -14.8% |
| 6M | +0.6% | +1.5% | -0.9% | -0.2% |
| YTD | -3.6% | -5.3% | +1.7% | -3.7% |
| 1Y | +8.3% | +37.7% | -29.4% | +2.4% |
| 3Y | +204.8% | +153.9% | +50.9% | +150.9% |
| All | +204.8% | +154.4% | +50.3% | +150.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling