-7.0%
SONY vs BBIO
+26.8%
-33.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.2% | -3.0% | +1.7% |
| 7D | +2.9% | +10.0% | -7.1% | +2.0% |
| 30D | +10.2% | +17.8% | -7.5% | +8.6% |
| 3M | +16.1% | -5.1% | +21.2% | +16.7% |
| 6M | +32.1% | +12.9% | +19.2% | +29.0% |
| YTD | +1.4% | +1.8% | -0.5% | -0.8% |
| 1Y | -7.0% | +26.9% | -33.9% | -20.7% |
| All | -7.0% | +26.8% | -33.8% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling