+125.6%
TDY vs BBIO
+136.7%
-11.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.1% | -3.2% | +2.1% | -0.9% |
| 30D | -12.0% | -13.6% | +1.6% | -11.0% |
| 3M | -3.2% | +7.2% | -10.4% | -4.0% |
| 6M | -7.9% | +1.5% | -9.3% | -8.3% |
| YTD | +18.2% | -5.3% | +23.5% | +18.0% |
| 1Y | +6.7% | +37.7% | -31.1% | +2.9% |
| 3Y | +47.5% | +153.9% | -106.4% | +32.2% |
| 5Y | +39.5% | +43.9% | -4.4% | +16.5% |
| All | +125.6% | +136.7% | -11.1% | +51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling