-2.4%
SW vs BBIO
+40.1%
-42.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -2.6% | -2.4% | -0.2% | -2.2% |
| 30D | -7.5% | -11.5% | +4.0% | -5.7% |
| 3M | +10.3% | +11.0% | -0.7% | +8.0% |
| 6M | +5.4% | +14.4% | -9.0% | +2.8% |
| YTD | +17.9% | -2.3% | +20.1% | +15.9% |
| 1Y | -2.4% | +37.7% | -40.1% | -7.7% |
| All | -2.4% | +40.1% | -42.5% | -7.7% |
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