+34.0%
USB vs BBIO
+44.0%
-10.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +1.4% | -2.3% | +3.7% | +1.5% |
| 30D | -1.3% | -8.7% | +7.4% | -1.0% |
| 3M | +15.2% | +11.2% | +4.1% | +14.8% |
| 6M | +18.8% | +12.5% | +6.4% | +18.4% |
| YTD | +21.0% | -2.2% | +23.2% | +20.4% |
| 1Y | +34.0% | +44.4% | -10.4% | +34.4% |
| All | +34.0% | +44.0% | -10.0% | +34.4% |
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 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