+717.4%
TER vs BBIO
+136.9%
+580.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.7% | +1.2% | -2.9% |
| 7D | +9.4% | -3.9% | +13.2% | +10.0% |
| 30D | -2.4% | -13.4% | +10.9% | -0.6% |
| 3M | +6.5% | +7.6% | -1.0% | +5.2% |
| 6M | +23.2% | -2.4% | +25.6% | +23.1% |
| YTD | +91.5% | -5.2% | +96.7% | +91.4% |
| 1Y | +214.8% | +36.9% | +177.9% | +199.0% |
| 3Y | +275.3% | +155.2% | +120.1% | +220.3% |
| 5Y | +211.9% | +44.0% | +167.9% | +131.4% |
| All | +717.4% | +136.9% | +580.6% | +437.8% |
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