+150.5%
SPMO vs BBIO
+42.7%
+107.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.9% | -3.2% | +2.3% | -0.8% |
| 30D | -1.9% | -13.6% | +11.7% | -1.2% |
| 3M | -1.4% | +7.2% | -8.6% | -1.8% |
| 6M | +25.5% | +1.5% | +24.0% | +25.2% |
| YTD | +24.8% | -5.3% | +30.1% | +24.8% |
| 1Y | +24.5% | +37.7% | -13.2% | +22.0% |
| 3Y | +157.1% | +153.9% | +3.2% | +142.3% |
| All | +150.5% | +42.7% | +107.8% | +118.4% |
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 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