+177.9%
ROIV vs BBIO
+44.0%
+133.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +0.6% | -2.3% | +2.9% | +1.4% |
| 30D | +1.0% | -8.7% | +9.7% | +4.1% |
| 3M | +18.3% | +11.2% | +7.1% | +13.8% |
| 6M | +18.3% | +12.5% | +5.9% | +13.0% |
| YTD | +61.0% | -2.2% | +63.1% | +57.1% |
| 1Y | +177.9% | +44.4% | +133.5% | +165.6% |
| All | +177.9% | +44.0% | +133.9% | +165.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling