+806.5%
STLD vs BBIO
+136.7%
+669.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -0.9% | -3.2% | +2.3% | -0.6% |
| 30D | -8.9% | -13.6% | +4.7% | -7.3% |
| 3M | -14.0% | +7.2% | -21.3% | -15.1% |
| 6M | +30.8% | +1.5% | +29.4% | +29.9% |
| YTD | +42.3% | -5.3% | +47.6% | +41.9% |
| 1Y | +81.1% | +37.7% | +43.4% | +72.2% |
| 3Y | +149.2% | +153.9% | -4.7% | +115.0% |
| 5Y | +292.9% | +43.9% | +249.0% | +208.2% |
| All | +806.5% | +136.7% | +669.8% | +407.0% |
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