+192.1%
SU vs BBIO
+136.7%
+55.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -3.2% | +5.4% | +2.4% |
| 30D | +8.4% | -13.6% | +22.0% | +9.4% |
| 3M | +12.1% | +7.2% | +4.9% | +11.4% |
| 6M | +19.7% | +1.5% | +18.2% | +19.1% |
| YTD | +58.4% | -5.3% | +63.7% | +58.0% |
| 1Y | +67.2% | +37.7% | +29.5% | +62.4% |
| 3Y | +125.0% | +153.9% | -28.9% | +105.6% |
| 5Y | +355.1% | +43.9% | +311.2% | +300.3% |
| All | +192.1% | +136.7% | +55.4% | +102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling