-50.1%
STZ vs BBIO
+159.6%
-209.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | -7.4% | -2.4% | -5.0% | -7.3% |
| 30D | -10.9% | -11.5% | +0.6% | -10.2% |
| 3M | -13.4% | +11.0% | -24.4% | -14.2% |
| 6M | -16.2% | +14.4% | -30.6% | -17.3% |
| YTD | -10.4% | -2.3% | -8.2% | -10.8% |
| 1Y | -14.8% | +37.7% | -52.5% | -17.5% |
| 3Y | -50.1% | +163.1% | -213.3% | -56.9% |
| All | -50.1% | +159.6% | -209.7% | -56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling