+106.8%
SPG vs BBIO
+154.4%
-47.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.2% | -3.2% | +2.1% | -0.8% |
| 30D | -6.1% | -13.6% | +7.5% | -4.6% |
| 3M | -3.6% | +7.2% | -10.9% | -4.7% |
| 6M | +10.4% | +1.5% | +8.9% | +9.7% |
| YTD | +14.4% | -5.3% | +19.7% | +14.0% |
| 1Y | +16.5% | +37.7% | -21.2% | +10.0% |
| 3Y | +106.8% | +153.9% | -47.1% | +69.0% |
| All | +106.8% | +154.4% | -47.6% | +69.0% |
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