+286.4%
SPMO vs BBIO
+136.5%
+150.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -3.7% | -3.3% | -0.4% | -3.5% |
| 30D | -5.9% | -9.4% | +3.4% | -5.3% |
| 3M | -5.3% | +8.4% | -13.6% | -5.9% |
| 6M | +24.7% | +4.3% | +20.4% | +24.0% |
| YTD | +21.4% | -5.4% | +26.7% | +21.3% |
| 1Y | +20.7% | +41.3% | -20.7% | +17.2% |
| 3Y | +146.5% | +144.4% | +2.2% | +127.4% |
| 5Y | +143.9% | +48.5% | +95.4% | +110.5% |
| All | +286.4% | +136.5% | +150.0% | +198.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling