+597.0%
WPM vs BBIO
+136.7%
+460.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -0.6% | -3.2% | +2.7% | -0.4% |
| 30D | +14.4% | -13.6% | +28.0% | +15.1% |
| 3M | +37.0% | +7.2% | +29.7% | +36.6% |
| 6M | +4.1% | +1.5% | +2.7% | +4.0% |
| YTD | +31.7% | -5.3% | +37.0% | +31.8% |
| 1Y | +44.2% | +37.7% | +6.5% | +42.4% |
| 3Y | +265.5% | +153.9% | +111.6% | +251.7% |
| 5Y | +262.5% | +43.9% | +218.6% | +236.1% |
| All | +597.0% | +136.7% | +460.3% | +568.5% |
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