+15.6%
U vs BBIO
+154.4%
-138.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +5.5% | -3.2% | +8.7% | +6.6% |
| 30D | -1.3% | -13.6% | +12.3% | +3.5% |
| 3M | +64.6% | +7.2% | +57.3% | +59.9% |
| 6M | +119.4% | +1.5% | +117.9% | +115.7% |
| YTD | -0.5% | -5.3% | +4.8% | -0.7% |
| 1Y | +1.3% | +37.7% | -36.4% | -12.0% |
| 3Y | +15.6% | +153.9% | -138.3% | -25.0% |
| All | +15.6% | +154.4% | -138.8% | -25.0% |
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 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