+55.4%
SM vs BBIO
+9.6%
+45.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | -0.3% |
| 7D | +2.1% | -3.9% | +6.0% | +1.5% |
| 30D | +18.1% | -13.4% | +31.5% | +15.2% |
| 3M | +17.0% | +7.6% | +9.4% | +18.4% |
| 6M | +55.4% | -2.4% | +57.9% | +54.8% |
| All | +55.4% | +9.6% | +45.8% | +54.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling