+229.8%
RL vs BBIO
+42.7%
+187.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -3.4% | -3.2% | -0.2% | -3.2% |
| 30D | -14.4% | -13.6% | -0.8% | -13.3% |
| 3M | -13.6% | +7.2% | -20.8% | -14.3% |
| 6M | +0.6% | +1.5% | -0.9% | +0.2% |
| YTD | -3.6% | -5.3% | +1.7% | -3.6% |
| 1Y | +8.3% | +37.7% | -29.4% | +4.5% |
| 3Y | +204.8% | +153.9% | +50.9% | +172.7% |
| All | +229.8% | +42.7% | +187.1% | +157.0% |
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 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