-53.5%
S vs BBIO
+18.7%
-72.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -0.7% | -3.2% | +2.6% | -0.1% |
| 30D | -11.4% | -13.6% | +2.2% | -9.1% |
| 3M | +33.8% | +7.2% | +26.6% | +31.8% |
| 6M | +39.5% | +1.5% | +38.0% | +38.5% |
| YTD | +31.7% | -5.3% | +37.0% | +31.5% |
| 1Y | +7.0% | +37.7% | -30.7% | -0.9% |
| 3Y | +11.8% | +153.9% | -142.1% | -10.9% |
| 5Y | -69.0% | +43.9% | -112.9% | -83.2% |
| All | -53.5% | +18.7% | -72.2% | -74.4% |
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