+327.2%
SMH vs BBIO
+42.7%
+284.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +0.3% | -3.2% | +3.5% | +0.6% |
| 30D | -2.8% | -13.6% | +10.8% | -1.3% |
| 3M | -6.7% | +7.2% | -14.0% | -7.5% |
| 6M | +41.8% | +1.5% | +40.3% | +41.2% |
| YTD | +57.9% | -5.3% | +63.2% | +57.8% |
| 1Y | +87.6% | +37.7% | +49.9% | +80.3% |
| 3Y | +282.9% | +153.9% | +129.0% | +239.9% |
| All | +327.2% | +42.7% | +284.5% | +215.8% |
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 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