+145.0%
TRV vs BBIO
+154.4%
-9.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.9% | -3.2% | +5.1% | +2.0% |
| 30D | +1.7% | -13.6% | +15.3% | +2.2% |
| 3M | +23.9% | +7.2% | +16.6% | +23.6% |
| 6M | +26.3% | +1.5% | +24.8% | +26.1% |
| YTD | +30.8% | -5.3% | +36.1% | +30.8% |
| 1Y | +36.3% | +37.7% | -1.4% | +33.7% |
| 3Y | +145.0% | +153.9% | -8.9% | +126.7% |
| All | +145.0% | +154.4% | -9.4% | +126.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling