-5.7%
SW vs BBIO
+42.7%
-48.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -2.6% | -2.4% | -0.2% | -2.5% |
| 30D | -7.5% | -11.5% | +4.0% | -7.2% |
| 3M | +10.3% | +11.0% | -0.7% | +10.0% |
| 6M | +5.4% | +14.4% | -9.0% | +5.1% |
| YTD | +17.9% | -2.3% | +20.1% | +17.7% |
| 1Y | -2.4% | +37.7% | -40.1% | -3.1% |
| 3Y | +28.7% | +163.1% | -134.4% | +26.6% |
| 5Y | -5.7% | +49.5% | -55.2% | -11.1% |
| All | -5.7% | +42.7% | -48.4% | -11.1% |
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