+50.0%
SGI vs BBIO
+154.4%
-104.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -4.5% | -3.2% | -1.2% | -3.9% |
| 30D | +4.2% | -13.6% | +17.8% | +6.9% |
| 3M | -7.4% | +7.2% | -14.7% | -8.9% |
| 6M | -15.1% | +1.5% | -16.5% | -15.6% |
| YTD | -24.7% | -5.3% | -19.4% | -24.8% |
| 1Y | -21.8% | +37.7% | -59.5% | -27.6% |
| 3Y | +50.0% | +153.9% | -103.9% | +9.8% |
| All | +50.0% | +154.4% | -104.4% | +9.8% |
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 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