+327.7%
WAB vs BBIO
+136.7%
+191.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +0.1% | -3.2% | +3.3% | +0.4% |
| 30D | -4.1% | -13.6% | +9.5% | -2.9% |
| 3M | +8.2% | +7.2% | +0.9% | +7.3% |
| 6M | +15.4% | +1.5% | +13.9% | +14.9% |
| YTD | +33.1% | -5.3% | +38.4% | +32.9% |
| 1Y | +48.1% | +37.7% | +10.3% | +42.7% |
| 3Y | +167.7% | +153.9% | +13.8% | +139.5% |
| 5Y | +225.7% | +43.9% | +181.8% | +167.5% |
| All | +327.7% | +136.7% | +191.1% | +192.8% |
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