+5.3%
SRE vs BBIO
+44.0%
-38.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.6% |
| 7D | -0.3% | -2.3% | +2.0% | -0.3% |
| 30D | -0.7% | -8.7% | +8.0% | -0.5% |
| 3M | -6.3% | +11.2% | -17.5% | -6.7% |
| 6M | -10.7% | +12.5% | -23.1% | -11.1% |
| YTD | -3.5% | -2.2% | -1.3% | -3.5% |
| 1Y | +5.3% | +44.4% | -39.1% | +5.2% |
| All | +5.3% | +44.0% | -38.7% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling