+40.0%
WPM vs BBIO
+26.8%
+13.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.2% | +6.8% | +10.6% |
| 7D | +3.9% | +10.0% | -6.1% | +1.4% |
| 30D | -3.5% | +17.8% | -21.3% | -7.5% |
| 3M | +14.1% | -5.1% | +19.2% | +15.5% |
| 6M | +6.2% | +12.9% | -6.7% | +2.9% |
| YTD | +12.4% | +1.8% | +10.6% | +10.3% |
| 1Y | +40.0% | +26.9% | +13.0% | +29.9% |
| All | +40.0% | +26.8% | +13.1% | +29.9% |
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