+137.5%
UAL vs BBIO
+42.9%
+94.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | 0.0% |
| 7D | -2.0% | -3.9% | +1.9% | -1.5% |
| 30D | -15.7% | -13.4% | -2.3% | -14.1% |
| 3M | +3.6% | +7.6% | -3.9% | +2.4% |
| 6M | +16.9% | -2.4% | +19.3% | +16.9% |
| YTD | -4.8% | -5.2% | +0.4% | -4.8% |
| 1Y | -0.9% | +36.9% | -37.8% | -5.8% |
| 3Y | +124.5% | +155.2% | -30.7% | +92.9% |
| All | +137.5% | +42.9% | +94.6% | +74.0% |
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