+304.8%
STLD vs BBIO
+42.7%
+262.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -0.9% | -3.2% | +2.3% | -0.7% |
| 30D | -8.9% | -13.6% | +4.7% | -7.9% |
| 3M | -14.0% | +7.2% | -21.3% | -14.7% |
| 6M | +30.8% | +1.5% | +29.4% | +30.2% |
| YTD | +42.3% | -5.3% | +47.6% | +42.0% |
| 1Y | +81.1% | +37.7% | +43.4% | +75.4% |
| 3Y | +149.2% | +153.9% | -4.7% | +128.1% |
| All | +304.8% | +42.7% | +262.1% | +240.3% |
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