-25.1%
TGT vs BBIO
+42.7%
-67.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -3.2% | -2.0% | -5.0% |
| 30D | +1.2% | -13.6% | +14.8% | +2.1% |
| 3M | +18.4% | +7.2% | +11.1% | +17.6% |
| 6M | +33.4% | +1.5% | +32.0% | +32.9% |
| YTD | +63.8% | -5.3% | +69.1% | +63.5% |
| 1Y | +77.2% | +37.7% | +39.4% | +72.3% |
| 3Y | +41.8% | +153.9% | -112.1% | +30.7% |
| All | -25.1% | +42.7% | -67.8% | -39.0% |
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