+250.6%
SM vs BBIO
+136.9%
+113.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +1.2% |
| 7D | +2.1% | -3.9% | +6.0% | +2.7% |
| 30D | +18.1% | -13.4% | +31.5% | +20.6% |
| 3M | +17.0% | +7.6% | +9.4% | +15.1% |
| 6M | +55.4% | -2.4% | +57.9% | +54.5% |
| YTD | +108.6% | -5.2% | +113.8% | +106.8% |
| 1Y | +45.7% | +36.9% | +8.8% | +35.8% |
| 3Y | -0.3% | +155.2% | -155.5% | -19.3% |
| 5Y | +113.0% | +44.0% | +69.1% | +50.7% |
| All | +250.6% | +136.9% | +113.7% | +59.7% |
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