+311.0%
ROIV vs BBIO
+40.9%
+270.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.7% | +2.6% | -1.3% |
| 7D | +19.0% | -3.9% | +22.8% | +19.7% |
| 30D | +16.1% | -13.4% | +29.5% | +18.9% |
| 3M | +44.1% | +7.6% | +36.5% | +42.2% |
| 6M | +37.8% | -2.4% | +40.3% | +38.0% |
| YTD | +88.7% | -5.2% | +93.9% | +89.3% |
| 1Y | +197.3% | +36.9% | +160.4% | +181.1% |
| 3Y | +224.9% | +155.2% | +69.7% | +172.9% |
| 5Y | +311.0% | +44.0% | +267.1% | +180.3% |
| All | +311.0% | +40.9% | +270.1% | +180.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling