+68.7%
T vs BBIO
+136.9%
-68.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.7% | +6.3% | +1.7% |
| 7D | -2.4% | -3.9% | +1.4% | -2.4% |
| 30D | +4.3% | -13.4% | +17.7% | +4.5% |
| 3M | +11.6% | +7.6% | +4.0% | +11.3% |
| 6M | -5.6% | -2.4% | -3.1% | -5.6% |
| YTD | +6.6% | -5.2% | +11.8% | +6.5% |
| 1Y | -8.4% | +36.9% | -45.3% | -9.2% |
| 3Y | +107.8% | +155.2% | -47.4% | +101.9% |
| 5Y | +68.3% | +44.0% | +24.3% | +59.2% |
| All | +68.7% | +136.9% | -68.2% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling