-18.1%
SONY vs BBIO
+36.5%
-54.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.7% | -3.2% | +0.5% | -2.4% |
| 30D | +1.5% | -13.6% | +15.1% | +2.8% |
| 3M | +13.0% | +7.2% | +5.8% | +11.3% |
| 6M | +11.2% | +1.5% | +9.7% | +10.1% |
| YTD | -6.6% | -5.3% | -1.3% | -7.6% |
| 1Y | -18.1% | +37.7% | -55.8% | -22.3% |
| All | -18.1% | +36.5% | -54.6% | -22.3% |
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