+110.2%
T vs BBIO
+154.4%
-44.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | +1.5% | -3.2% | +4.7% | +1.5% |
| 30D | +7.5% | -13.6% | +21.1% | +7.4% |
| 3M | +14.8% | +7.2% | +7.6% | +14.8% |
| 6M | -1.7% | +1.5% | -3.2% | -1.8% |
| YTD | +8.7% | -5.3% | +14.0% | +8.7% |
| 1Y | -7.5% | +37.7% | -45.2% | -8.0% |
| 3Y | +110.2% | +153.9% | -43.7% | +103.6% |
| All | +110.2% | +154.4% | -44.2% | +103.6% |
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