-33.8%
TRU vs BBIO
+42.7%
-76.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -2.7% | -3.2% | +0.5% | -2.4% |
| 30D | -2.0% | -13.6% | +11.6% | -0.6% |
| 3M | +18.4% | +7.2% | +11.2% | +17.4% |
| 6M | +8.9% | +1.5% | +7.4% | +8.3% |
| YTD | -8.9% | -5.3% | -3.6% | -9.1% |
| 1Y | -15.9% | +37.7% | -53.6% | -19.4% |
| 3Y | -1.1% | +153.9% | -155.0% | -12.5% |
| All | -33.8% | +42.7% | -76.6% | -51.0% |
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