+1,317.1%
WDC vs BBIO
+136.9%
+1,180.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.7% | +0.3% | -3.8% |
| 7D | +4.4% | -3.9% | +8.3% | +5.0% |
| 30D | +5.3% | -13.4% | +18.7% | +7.1% |
| 3M | -5.9% | +7.6% | -13.5% | -7.1% |
| 6M | +73.2% | -2.4% | +75.7% | +73.0% |
| YTD | +167.8% | -5.2% | +173.1% | +168.0% |
| 1Y | +386.0% | +36.9% | +349.1% | +363.5% |
| 3Y | +1,309.7% | +155.2% | +1,154.5% | +1,118.2% |
| 5Y | +957.1% | +44.0% | +913.1% | +718.2% |
| All | +1,317.1% | +136.9% | +1,180.2% | +827.0% |
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