+187.9%
SPY vs BBIO
+136.9%
+51.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.2% |
| 7D | -2.0% | -3.9% | +1.9% | -1.7% |
| 30D | -1.7% | -13.4% | +11.7% | -0.6% |
| 3M | +4.7% | +7.6% | -2.8% | +4.0% |
| 6M | +12.5% | -2.4% | +15.0% | +12.4% |
| YTD | +11.7% | -5.2% | +16.9% | +11.6% |
| 1Y | +17.5% | +36.9% | -19.4% | +13.9% |
| 3Y | +76.6% | +155.2% | -78.6% | +60.6% |
| 5Y | +82.0% | +44.0% | +38.0% | +53.3% |
| All | +187.9% | +136.9% | +51.1% | +112.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling