+342.0%
UUUU vs BBIO
+136.7%
+205.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -10.5% | -3.2% | -7.3% | -10.0% |
| 30D | -10.5% | -13.6% | +3.1% | -8.3% |
| 3M | -14.1% | +7.2% | -21.4% | -15.3% |
| 6M | -35.5% | +1.5% | -36.9% | -35.9% |
| YTD | -10.9% | -5.3% | -5.6% | -10.7% |
| 1Y | +3.4% | +37.7% | -34.4% | -3.3% |
| 3Y | +73.1% | +153.9% | -80.8% | +40.8% |
| 5Y | +87.1% | +43.9% | +43.3% | +24.8% |
| All | +342.0% | +136.7% | +205.3% | +145.4% |
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