+40.1%
SW vs BBIO
+187.2%
-147.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.9% | +5.4% | -8.3% | -3.5% |
| 30D | +5.0% | +20.6% | -15.5% | +2.7% |
| 3M | -13.7% | -3.6% | -10.1% | -13.4% |
| 6M | +8.0% | +14.1% | -6.1% | +6.0% |
| YTD | +14.0% | +2.4% | +11.6% | +12.5% |
| 1Y | +25.6% | +20.4% | +5.3% | +22.0% |
| 3Y | +40.1% | +184.5% | -144.4% | +12.9% |
| All | +40.1% | +187.2% | -147.1% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling