+916.1%
WDC vs BBIO
+42.7%
+873.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -3.2% | -1.1% | -4.0% |
| 30D | -1.5% | -13.6% | +12.1% | -0.1% |
| 3M | -15.5% | +7.2% | -22.7% | -16.3% |
| 6M | +66.5% | +1.5% | +65.0% | +65.6% |
| YTD | +159.9% | -5.3% | +165.2% | +160.0% |
| 1Y | +366.0% | +37.7% | +328.2% | +349.7% |
| 3Y | +1,285.8% | +153.9% | +1,131.9% | +1,150.1% |
| All | +916.1% | +42.7% | +873.4% | +724.1% |
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