-7.9%
SHW vs BBIO
+44.0%
-51.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | -3.2% | -2.3% | -0.9% | -3.0% |
| 30D | -9.5% | -8.7% | -0.8% | -8.6% |
| 3M | +11.5% | +11.2% | +0.3% | +9.8% |
| 6M | -3.5% | +12.5% | -16.0% | -4.9% |
| YTD | +3.7% | -2.2% | +5.9% | +3.0% |
| 1Y | -7.9% | +44.4% | -52.3% | -11.6% |
| All | -7.9% | +44.0% | -51.9% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling