+1.5%
SMR vs BBIO
+823.6%
-822.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.7% | -0.8% | -4.8% |
| 7D | +4.7% | -3.9% | +8.6% | +5.4% |
| 30D | +3.2% | -13.4% | +16.6% | +5.5% |
| 3M | +9.9% | +7.6% | +2.3% | +8.5% |
| 6M | -15.1% | -2.4% | -12.7% | -15.1% |
| YTD | -27.9% | -5.2% | -22.7% | -27.9% |
| 1Y | -70.2% | +36.9% | -107.1% | -71.7% |
| 3Y | +72.5% | +155.2% | -82.7% | +49.3% |
| All | +1.5% | +823.6% | -822.1% | -24.5% |
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 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