-2.6%
SW vs BBIO
+38.8%
-41.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +2.3% | -0.9% | +3.2% | +2.3% |
| 30D | +6.8% | +11.7% | -4.9% | +6.5% |
| 3M | -5.2% | -10.3% | +5.1% | -5.0% |
| 6M | +7.4% | +9.1% | -1.7% | +7.1% |
| YTD | +17.4% | -2.9% | +20.3% | +17.3% |
| 1Y | +27.1% | +18.4% | +8.7% | +26.5% |
| 3Y | +47.9% | +166.5% | -118.6% | +45.4% |
| All | -2.6% | +38.8% | -41.3% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling