-35.5%
SIRI vs BBIO
+136.7%
-172.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +0.6% | -3.2% | +3.8% | +0.8% |
| 30D | +2.5% | -13.6% | +16.1% | +3.8% |
| 3M | +6.6% | +7.2% | -0.6% | +5.8% |
| 6M | +32.9% | +1.5% | +31.4% | +32.2% |
| YTD | +50.5% | -5.3% | +55.8% | +49.9% |
| 1Y | +28.0% | +37.7% | -9.8% | +22.6% |
| 3Y | -22.4% | +153.9% | -176.3% | -31.1% |
| 5Y | -41.3% | +43.9% | -85.2% | -50.8% |
| All | -35.5% | +136.7% | -172.1% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling