+74.7%
TRI vs BBIO
+136.7%
-62.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -7.9% | -3.2% | -4.7% | -7.7% |
| 30D | -4.5% | -13.6% | +9.1% | -3.8% |
| 3M | +22.1% | +7.2% | +14.9% | +21.5% |
| 6M | -2.8% | +1.5% | -4.2% | -3.1% |
| YTD | -23.4% | -5.3% | -18.1% | -23.5% |
| 1Y | -41.5% | +37.7% | -79.2% | -42.9% |
| 3Y | -19.2% | +153.9% | -173.1% | -24.7% |
| 5Y | -9.4% | +43.9% | -53.3% | -20.7% |
| All | +74.7% | +136.7% | -62.0% | +35.9% |
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