+1,274.8%
WDC vs BBIO
+136.7%
+1,138.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -3.2% | -1.1% | -3.9% |
| 30D | -1.5% | -13.6% | +12.1% | +0.3% |
| 3M | -15.5% | +7.2% | -22.7% | -16.5% |
| 6M | +66.5% | +1.5% | +65.0% | +65.4% |
| YTD | +159.9% | -5.3% | +165.2% | +160.0% |
| 1Y | +366.0% | +37.7% | +328.2% | +344.0% |
| 3Y | +1,285.8% | +153.9% | +1,131.9% | +1,098.3% |
| 5Y | +925.6% | +43.9% | +881.7% | +693.8% |
| All | +1,274.8% | +136.7% | +1,138.2% | +799.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling