+45.4%
SMR vs BBIO
+154.4%
-109.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.1% | -15.6% | -15.6% |
| 7D | -11.2% | -3.2% | -8.0% | -10.1% |
| 30D | -10.2% | -13.6% | +3.4% | -5.3% |
| 3M | -10.0% | +7.2% | -17.3% | -13.1% |
| 6M | -30.5% | +1.5% | -31.9% | -31.7% |
| YTD | -39.2% | -5.3% | -33.9% | -39.4% |
| 1Y | -75.5% | +37.7% | -113.2% | -78.9% |
| 3Y | +45.4% | +153.9% | -108.5% | -21.0% |
| All | +45.4% | +154.4% | -109.0% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling