+43.2%
TER vs BBIO
+26.8%
+16.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -7.8% |
| 7D | -19.9% | +10.0% | -29.9% | -21.6% |
| 30D | -43.5% | +17.8% | -61.3% | -45.6% |
| 3M | -37.8% | -5.1% | -32.7% | -37.0% |
| 6M | -25.6% | +12.9% | -38.5% | -28.4% |
| YTD | +29.8% | +1.8% | +28.0% | +24.5% |
| 1Y | +43.2% | +26.9% | +16.3% | +22.2% |
| All | +43.2% | +26.8% | +16.4% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling