+103.3%
SM vs BBIO
+42.7%
+60.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +4.6% | -3.2% | +7.8% | +4.7% |
| 30D | +18.2% | -13.6% | +31.8% | +19.0% |
| 3M | +22.5% | +7.2% | +15.3% | +21.9% |
| 6M | +50.6% | +1.5% | +49.1% | +50.0% |
| YTD | +108.1% | -5.3% | +113.4% | +107.6% |
| 1Y | +46.0% | +37.7% | +8.3% | +42.7% |
| 3Y | +2.9% | +153.9% | -151.0% | -3.4% |
| All | +103.3% | +42.7% | +60.5% | +90.5% |
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