+211.3%
WWD vs BBIO
+136.7%
+74.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -2.6% | -3.2% | +0.6% | -2.3% |
| 30D | -6.9% | -13.6% | +6.7% | -5.6% |
| 3M | -13.0% | +7.2% | -20.3% | -13.8% |
| 6M | -12.5% | +1.5% | -13.9% | -12.8% |
| YTD | +11.8% | -5.3% | +17.1% | +11.7% |
| 1Y | +41.1% | +37.7% | +3.3% | +35.3% |
| 3Y | +163.1% | +153.9% | +9.2% | +131.6% |
| 5Y | +187.6% | +43.9% | +143.8% | +134.0% |
| All | +211.3% | +136.7% | +74.6% | +107.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling