+214.6%
SE vs BBIO
+136.7%
+77.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -5.2% | -3.2% | -2.0% | -4.6% |
| 30D | -17.1% | -13.6% | -3.5% | -14.7% |
| 3M | +24.0% | +7.2% | +16.7% | +21.8% |
| 6M | +21.0% | +1.5% | +19.5% | +19.9% |
| YTD | -16.7% | -5.3% | -11.4% | -17.1% |
| 1Y | -45.9% | +37.7% | -83.7% | -50.3% |
| 3Y | +177.8% | +153.9% | +23.9% | +112.7% |
| 5Y | -67.4% | +43.9% | -111.2% | -80.6% |
| All | +214.6% | +136.7% | +77.9% | +59.8% |
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 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