+125.8%
V vs BBIO
+136.9%
-11.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.3% |
| 7D | -3.0% | -3.9% | +0.8% | -2.8% |
| 30D | +1.2% | -13.4% | +14.6% | +2.2% |
| 3M | +13.9% | +7.6% | +6.4% | +13.1% |
| 6M | +17.2% | -2.4% | +19.7% | +17.1% |
| YTD | +5.3% | -5.2% | +10.5% | +5.1% |
| 1Y | +9.5% | +36.9% | -27.4% | +6.0% |
| 3Y | +51.9% | +155.2% | -103.3% | +37.6% |
| 5Y | +69.6% | +44.0% | +25.6% | +42.2% |
| All | +125.8% | +136.9% | -11.1% | +57.8% |
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