-2.1%
SHOP vs BBIO
+9.6%
-11.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.9% |
| 7D | -13.2% | -3.9% | -9.4% | -12.5% |
| 30D | -17.0% | -13.4% | -3.7% | -14.2% |
| 3M | +17.0% | +7.6% | +9.4% | +12.9% |
| 6M | -2.1% | -2.4% | +0.3% | -1.9% |
| All | -2.1% | +9.6% | -11.8% | -1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling