+298.8%
ROIV vs BBIO
+40.9%
+258.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.1% | +18.9% | +18.8% |
| 7D | +20.2% | -2.4% | +22.5% | +20.6% |
| 30D | +14.1% | -11.5% | +25.6% | +16.3% |
| 3M | +45.6% | +11.0% | +34.6% | +43.1% |
| 6M | +44.1% | +14.4% | +29.7% | +40.7% |
| YTD | +91.2% | -2.3% | +93.4% | +90.9% |
| 1Y | +221.3% | +37.7% | +183.6% | +204.4% |
| 3Y | +229.2% | +163.1% | +66.1% | +178.1% |
| 5Y | +316.5% | +49.5% | +267.0% | +178.9% |
| All | +298.8% | +40.9% | +258.0% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling