+84.5%
SW vs BBIO
+148.5%
-64.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.8% | -6.4% | -4.7% |
| 7D | -7.0% | -0.5% | -6.4% | -7.0% |
| 30D | -10.5% | -10.1% | -0.4% | -10.3% |
| 3M | +3.0% | +12.4% | -9.5% | +2.6% |
| 6M | +2.3% | +15.9% | -13.6% | +1.9% |
| YTD | +12.4% | -0.5% | +12.9% | +12.2% |
| 1Y | -4.2% | +42.2% | -46.4% | -5.1% |
| 3Y | +22.7% | +167.8% | -145.1% | +20.0% |
| 5Y | -10.1% | +49.6% | -59.6% | -12.6% |
| All | +84.5% | +148.5% | -64.0% | +79.4% |
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