+216.6%
SFM vs BBIO
+42.7%
+173.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -10.6% | -3.2% | -7.4% | -10.5% |
| 30D | -15.5% | -13.6% | -1.9% | -15.1% |
| 3M | -17.4% | +7.2% | -24.7% | -17.7% |
| 6M | -3.4% | +1.5% | -4.9% | -3.6% |
| YTD | -8.7% | -5.3% | -3.4% | -8.7% |
| 1Y | -47.2% | +37.7% | -84.9% | -47.9% |
| 3Y | +82.7% | +153.9% | -71.2% | +75.6% |
| All | +216.6% | +42.7% | +173.9% | +185.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling