+237.4%
RY vs BBIO
+136.7%
+100.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -2.2% | -3.2% | +1.0% | -2.1% |
| 30D | -3.6% | -13.6% | +10.0% | -2.8% |
| 3M | +3.9% | +7.2% | -3.3% | +3.4% |
| 6M | +26.4% | +1.5% | +24.9% | +26.0% |
| YTD | +22.3% | -5.3% | +27.6% | +22.2% |
| 1Y | +43.7% | +37.7% | +6.0% | +40.3% |
| 3Y | +154.0% | +153.9% | 0.0% | +136.2% |
| 5Y | +137.6% | +43.9% | +93.7% | +111.3% |
| All | +237.4% | +136.7% | +100.8% | +161.4% |
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