+302.7%
SAN vs BBIO
+136.7%
+166.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.3% | +2.3% |
| 7D | +0.2% | -3.2% | +3.4% | +0.5% |
| 30D | +0.9% | -13.6% | +14.5% | +2.3% |
| 3M | +19.1% | +7.2% | +11.9% | +18.1% |
| 6M | +33.2% | +1.5% | +31.7% | +32.6% |
| YTD | +29.1% | -5.3% | +34.4% | +29.0% |
| 1Y | +50.2% | +37.7% | +12.5% | +44.9% |
| 3Y | +351.0% | +153.9% | +197.1% | +303.0% |
| 5Y | +394.7% | +43.9% | +350.8% | +305.5% |
| All | +302.7% | +136.7% | +166.1% | +178.1% |
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