+48.4%
RMD vs BBIO
+154.4%
-106.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -4.4% | -3.2% | -1.2% | -4.1% |
| 30D | -3.1% | -13.6% | +10.5% | -1.4% |
| 3M | +13.8% | +7.2% | +6.5% | +12.4% |
| 6M | -8.6% | +1.5% | -10.0% | -9.1% |
| YTD | -8.6% | -5.3% | -3.3% | -8.9% |
| 1Y | -19.7% | +37.7% | -57.4% | -24.3% |
| 3Y | +48.4% | +153.9% | -105.5% | +16.9% |
| All | +48.4% | +154.4% | -106.1% | +16.9% |
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