-43.1%
WU vs BBIO
+136.7%
-179.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.5% | -3.2% | -0.3% | -3.4% |
| 30D | -2.9% | -13.6% | +10.7% | -2.4% |
| 3M | -2.3% | +7.2% | -9.5% | -2.6% |
| 6M | -25.4% | +1.5% | -26.8% | -25.5% |
| YTD | -21.2% | -5.3% | -15.9% | -21.3% |
| 1Y | -8.9% | +37.7% | -46.6% | -10.4% |
| 3Y | -29.0% | +153.9% | -182.9% | -32.5% |
| 5Y | -50.7% | +43.9% | -94.6% | -55.2% |
| All | -43.1% | +136.7% | -179.8% | -50.2% |
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