+57.8%
SO vs BBIO
+42.7%
+15.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.1% | -3.2% | +2.1% | -1.1% |
| 30D | -5.0% | -13.6% | +8.6% | -4.9% |
| 3M | -5.8% | +7.2% | -13.0% | -5.8% |
| 6M | -7.9% | +1.5% | -9.4% | -8.0% |
| YTD | +2.4% | -5.3% | +7.7% | +2.4% |
| 1Y | -2.3% | +37.7% | -40.0% | -2.5% |
| 3Y | +41.9% | +153.9% | -112.0% | +40.5% |
| All | +57.8% | +42.7% | +15.0% | +51.1% |
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