-49.3%
TE vs BBIO
+42.7%
-92.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +0.2% | -3.2% | +3.4% | +0.9% |
| 30D | -5.9% | -13.6% | +7.7% | -3.3% |
| 3M | -45.6% | +7.2% | -52.8% | -46.5% |
| 6M | -43.4% | +1.5% | -44.8% | -44.0% |
| YTD | -31.0% | -5.3% | -25.7% | -30.9% |
| 1Y | +145.2% | +37.7% | +107.5% | +128.9% |
| 3Y | -24.1% | +153.9% | -178.0% | -37.8% |
| All | -49.3% | +42.7% | -92.1% | -65.9% |
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