+1,048.0%
STX vs BBIO
+42.7%
+1,005.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -2.3% | -3.2% | +1.0% | -2.0% |
| 30D | -5.5% | -13.6% | +8.1% | -4.4% |
| 3M | -4.3% | +7.2% | -11.5% | -5.1% |
| 6M | +115.6% | +1.5% | +114.1% | +114.6% |
| YTD | +202.2% | -5.3% | +207.5% | +202.1% |
| 1Y | +325.3% | +37.7% | +287.6% | +312.6% |
| 3Y | +1,283.9% | +153.9% | +1,130.0% | +1,170.2% |
| All | +1,048.0% | +42.7% | +1,005.3% | +879.9% |
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