+82.7%
SFM vs BBIO
+154.4%
-71.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -10.6% | -3.2% | -7.4% | -10.4% |
| 30D | -15.5% | -13.6% | -1.9% | -14.6% |
| 3M | -17.4% | +7.2% | -24.7% | -18.1% |
| 6M | -3.4% | +1.5% | -4.9% | -3.9% |
| YTD | -8.7% | -5.3% | -3.4% | -8.8% |
| 1Y | -47.2% | +37.7% | -84.9% | -48.8% |
| 3Y | +82.7% | +153.9% | -71.2% | +64.3% |
| All | +82.7% | +154.4% | -71.7% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling