+93.1%
RMD vs BBIO
+136.7%
-43.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -4.4% | -3.2% | -1.2% | -4.2% |
| 30D | -3.1% | -13.6% | +10.5% | -2.4% |
| 3M | +13.8% | +7.2% | +6.5% | +13.2% |
| 6M | -8.6% | +1.5% | -10.0% | -8.8% |
| YTD | -8.6% | -5.3% | -3.3% | -8.7% |
| 1Y | -19.7% | +37.7% | -57.4% | -21.5% |
| 3Y | +48.4% | +153.9% | -105.5% | +38.5% |
| 5Y | -22.7% | +43.9% | -66.6% | -32.7% |
| All | +93.1% | +136.7% | -43.5% | +65.7% |
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