+475.9%
SITM vs BBIO
+154.4%
+321.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +3.9% | -3.2% | +7.1% | +4.8% |
| 30D | -6.6% | -13.6% | +7.0% | -2.7% |
| 3M | -11.9% | +7.2% | -19.1% | -14.1% |
| 6M | +81.1% | +1.5% | +79.7% | +79.2% |
| YTD | +80.0% | -5.3% | +85.3% | +79.1% |
| 1Y | +145.8% | +37.7% | +108.1% | +113.7% |
| 3Y | +475.9% | +153.9% | +322.0% | +293.9% |
| All | +475.9% | +154.4% | +321.4% | +293.9% |
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 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