+55.1%
WAT vs BBIO
+154.4%
-99.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -0.3% | -3.2% | +3.0% | +0.3% |
| 30D | -1.9% | -13.6% | +11.7% | +0.5% |
| 3M | +13.5% | +7.2% | +6.3% | +11.9% |
| 6M | +37.2% | +1.5% | +35.8% | +36.3% |
| YTD | +7.5% | -5.3% | +12.8% | +7.2% |
| 1Y | +35.0% | +37.7% | -2.7% | +24.4% |
| 3Y | +55.1% | +153.9% | -98.8% | +18.3% |
| All | +55.1% | +154.4% | -99.4% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling