+36.5%
USB vs BBIO
+26.8%
+9.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.2% | -3.3% | +1.7% |
| 7D | +2.4% | +10.0% | -7.6% | +2.0% |
| 30D | +6.6% | +17.8% | -11.2% | +5.8% |
| 3M | -4.1% | -5.1% | +1.0% | -3.8% |
| 6M | +12.5% | +12.9% | -0.4% | +11.6% |
| YTD | +17.6% | +1.8% | +15.8% | +16.8% |
| 1Y | +36.5% | +26.9% | +9.6% | +32.1% |
| All | +36.5% | +26.8% | +9.7% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling