+71.3%
V vs BBIO
+42.7%
+28.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.2% | -3.2% | +2.0% | -1.1% |
| 30D | +3.1% | -13.6% | +16.7% | +3.8% |
| 3M | +16.3% | +7.2% | +9.1% | +15.8% |
| 6M | +20.4% | +1.5% | +18.9% | +20.0% |
| YTD | +6.3% | -5.3% | +11.6% | +6.1% |
| 1Y | +8.7% | +37.7% | -29.0% | +6.4% |
| 3Y | +53.3% | +153.9% | -100.6% | +43.6% |
| All | +71.3% | +42.7% | +28.5% | +44.2% |
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