-48.9%
TOST vs BBIO
+43.5%
-92.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -0.7% |
| 7D | -5.9% | -3.9% | -2.0% | -5.2% |
| 30D | -8.4% | -13.4% | +5.0% | -6.0% |
| 3M | +31.4% | +7.6% | +23.9% | +29.0% |
| 6M | +10.5% | -2.4% | +13.0% | +10.1% |
| YTD | -10.1% | -5.2% | -4.8% | -10.5% |
| 1Y | -19.9% | +36.9% | -56.8% | -26.3% |
| 3Y | +53.3% | +155.2% | -101.9% | +19.9% |
| All | -48.9% | +43.5% | -92.4% | -69.1% |
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