-2.3%
SW vs BBIO
+61.6%
-64.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.9% | +5.4% | -8.3% | -3.1% |
| 30D | +5.0% | +20.6% | -15.5% | +4.5% |
| 3M | -13.7% | -3.6% | -10.1% | -13.6% |
| 6M | +8.0% | +14.1% | -6.1% | +7.6% |
| YTD | +14.0% | +2.4% | +11.6% | +13.7% |
| 1Y | +25.6% | +20.4% | +5.3% | +25.0% |
| 3Y | +40.1% | +184.5% | -144.4% | +37.6% |
| All | -2.3% | +61.6% | -64.0% | -3.9% |
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 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