+92.5%
SW vs BBIO
+159.8%
-67.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.8% |
| 7D | -2.6% | +2.1% | -4.7% | -2.6% |
| 30D | +7.2% | +21.0% | -13.8% | +6.7% |
| 3M | -10.5% | -5.0% | -5.5% | -10.4% |
| 6M | +9.9% | +23.0% | -13.1% | +9.3% |
| YTD | +17.2% | +4.0% | +13.3% | +16.9% |
| 1Y | +26.5% | +19.5% | +7.0% | +25.8% |
| 3Y | +47.7% | +193.5% | -145.8% | +44.2% |
| 5Y | +0.2% | +66.1% | -65.9% | -2.9% |
| All | +92.5% | +159.8% | -67.3% | +86.9% |
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 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