+254.6%
ROIV vs BBIO
+154.4%
+100.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +16.9% | -3.2% | +20.1% | +17.9% |
| 30D | +12.9% | -13.6% | +26.5% | +17.6% |
| 3M | +37.3% | +7.2% | +30.1% | +34.2% |
| 6M | +38.0% | +1.5% | +36.5% | +36.7% |
| YTD | +88.1% | -5.3% | +93.4% | +88.4% |
| 1Y | +183.3% | +37.7% | +145.6% | +156.8% |
| 3Y | +254.6% | +153.9% | +100.7% | +153.6% |
| All | +254.6% | +154.4% | +100.2% | +153.6% |
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 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