+7.0%
WMT vs BBIO
+44.0%
-37.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | +3.9% | -2.3% | +6.2% | +4.0% |
| 30D | -4.4% | -8.7% | +4.3% | -4.2% |
| 3M | -8.8% | +11.2% | -19.9% | -9.1% |
| 6M | -15.6% | +12.5% | -28.1% | -16.1% |
| YTD | -3.2% | -2.2% | -1.1% | -3.8% |
| 1Y | +7.0% | +44.4% | -37.3% | +9.8% |
| All | +7.0% | +44.0% | -37.0% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling