+216.4%
TER vs BBIO
+42.7%
+173.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +6.4% | -3.2% | +9.6% | +6.8% |
| 30D | -5.7% | -13.6% | +7.9% | -4.0% |
| 3M | -0.4% | +7.2% | -7.6% | -1.5% |
| 6M | +25.8% | +1.5% | +24.4% | +25.2% |
| YTD | +96.4% | -5.3% | +101.7% | +96.3% |
| 1Y | +229.2% | +37.7% | +191.5% | +213.8% |
| 3Y | +288.1% | +153.9% | +134.2% | +236.8% |
| All | +216.4% | +42.7% | +173.7% | +127.2% |
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 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