+110.9%
WM vs BBIO
+144.2%
-33.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -0.9% | -2.4% | +1.5% | -0.8% |
| 30D | -4.3% | -11.5% | +7.2% | -4.1% |
| 3M | +0.8% | +11.0% | -10.2% | +0.4% |
| 6M | -10.8% | +14.4% | -25.1% | -11.2% |
| YTD | -0.1% | -2.3% | +2.2% | -0.2% |
| 1Y | +1.0% | +37.7% | -36.7% | -0.2% |
| 3Y | +45.1% | +163.1% | -118.1% | +39.5% |
| 5Y | +52.1% | +49.5% | +2.6% | +42.9% |
| All | +110.9% | +144.2% | -33.4% | +78.6% |
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