+192.2%
TRV vs BBIO
+136.7%
+55.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.9% | -3.2% | +5.1% | +2.1% |
| 30D | +1.7% | -13.6% | +15.3% | +2.4% |
| 3M | +23.9% | +7.2% | +16.6% | +23.3% |
| 6M | +26.3% | +1.5% | +24.8% | +25.9% |
| YTD | +30.8% | -5.3% | +36.1% | +30.6% |
| 1Y | +36.3% | +37.7% | -1.4% | +33.2% |
| 3Y | +145.0% | +153.9% | -8.9% | +128.0% |
| 5Y | +163.9% | +43.9% | +120.0% | +138.8% |
| All | +192.2% | +136.7% | +55.6% | +115.3% |
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