+115.3%
SPOT vs BBIO
+42.7%
+72.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | -3.2% | +0.1% | -2.6% |
| 30D | +7.4% | -13.6% | +21.0% | +9.8% |
| 3M | +8.2% | +7.2% | +0.9% | +6.6% |
| 6M | +2.2% | +1.5% | +0.7% | +1.6% |
| YTD | -9.5% | -5.3% | -4.2% | -9.6% |
| 1Y | -23.8% | +37.7% | -61.6% | -28.5% |
| 3Y | +233.5% | +153.9% | +79.6% | +172.5% |
| All | +115.3% | +42.7% | +72.5% | +38.5% |
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