+25.7%
SW vs BBIO
+18.3%
+7.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | -3.0% | +5.3% | -8.2% | -3.9% |
| 30D | +4.2% | +23.5% | -19.3% | +0.5% |
| 3M | -11.5% | -6.8% | -4.8% | -10.3% |
| 6M | +8.6% | +18.5% | -9.9% | +4.5% |
| YTD | +15.0% | +2.2% | +12.8% | +11.1% |
| 1Y | +25.7% | +18.0% | +7.6% | +11.8% |
| All | +25.7% | +18.3% | +7.4% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling