+49.8%
WM vs BBIO
+40.9%
+8.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.8% |
| 7D | -3.1% | -3.9% | +0.7% | -3.1% |
| 30D | -5.3% | -13.4% | +8.1% | -5.3% |
| 3M | -4.2% | +7.6% | -11.8% | -4.3% |
| 6M | -8.1% | -2.4% | -5.6% | -8.1% |
| YTD | -1.4% | -5.2% | +3.8% | -1.4% |
| 1Y | +0.2% | +36.9% | -36.7% | 0.0% |
| 3Y | +43.1% | +155.2% | -112.1% | +41.7% |
| 5Y | +49.8% | +44.0% | +5.8% | +41.8% |
| All | +49.8% | +40.9% | +8.9% | +41.8% |
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 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