+292.5%
ROIV vs BBIO
+36.5%
+256.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +16.9% | -3.2% | +20.1% | +17.4% |
| 30D | +12.9% | -13.6% | +26.5% | +15.5% |
| 3M | +37.3% | +7.2% | +30.1% | +35.7% |
| 6M | +38.0% | +1.5% | +36.5% | +37.4% |
| YTD | +88.1% | -5.3% | +93.4% | +88.8% |
| 1Y | +183.3% | +37.7% | +145.6% | +168.5% |
| 3Y | +254.6% | +153.9% | +100.7% | +201.2% |
| 5Y | +309.8% | +43.9% | +266.0% | +175.8% |
| All | +292.5% | +36.5% | +256.0% | +164.1% |
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