+122.7%
SLB vs BBIO
+42.7%
+80.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.5% | -3.2% | +0.7% | -2.4% |
| 30D | +7.1% | -13.6% | +20.7% | +7.7% |
| 3M | +0.6% | +7.2% | -6.6% | +0.3% |
| 6M | +17.6% | +1.5% | +16.1% | +17.4% |
| YTD | +48.5% | -5.3% | +53.8% | +48.3% |
| 1Y | +59.4% | +37.7% | +21.7% | +56.9% |
| 3Y | -0.4% | +153.9% | -154.3% | -4.5% |
| All | +122.7% | +42.7% | +80.0% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling