+242.5%
RY vs BBIO
+144.2%
+98.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | +2.7% | -2.4% | +5.1% | +2.9% |
| 30D | -1.0% | -11.5% | +10.5% | -0.3% |
| 3M | +7.6% | +11.0% | -3.3% | +6.9% |
| 6M | +29.5% | +14.4% | +15.1% | +28.2% |
| YTD | +24.2% | -2.3% | +26.4% | +23.8% |
| 1Y | +46.4% | +37.7% | +8.7% | +42.9% |
| 3Y | +159.4% | +163.1% | -3.7% | +140.8% |
| 5Y | +141.8% | +49.5% | +92.4% | +114.6% |
| All | +242.5% | +144.2% | +98.3% | +164.8% |
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