+1,412.9%
UMC vs BBIO
+136.7%
+1,276.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.4% |
| 7D | +9.0% | -3.2% | +12.2% | +9.4% |
| 30D | +17.2% | -13.6% | +30.8% | +18.9% |
| 3M | +11.4% | +7.2% | +4.2% | +10.5% |
| 6M | +137.5% | +1.5% | +136.0% | +136.4% |
| YTD | +193.1% | -5.3% | +198.4% | +192.7% |
| 1Y | +240.3% | +37.7% | +202.6% | +226.3% |
| 3Y | +262.2% | +153.9% | +108.3% | +218.6% |
| 5Y | +143.1% | +43.9% | +99.3% | +90.1% |
| All | +1,412.9% | +136.7% | +1,276.3% | +1,003.4% |
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