+207.1%
WWD vs BBIO
+136.9%
+70.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.7% | +3.3% | -1.0% |
| 7D | -2.9% | -3.9% | +1.0% | -2.5% |
| 30D | -6.6% | -13.4% | +6.8% | -5.2% |
| 3M | -9.3% | +7.6% | -16.9% | -10.2% |
| 6M | -13.6% | -2.4% | -11.2% | -13.6% |
| YTD | +10.4% | -5.2% | +15.6% | +10.2% |
| 1Y | +39.9% | +36.9% | +3.0% | +34.3% |
| 3Y | +165.0% | +155.2% | +9.9% | +133.2% |
| 5Y | +183.8% | +44.0% | +139.8% | +130.8% |
| All | +207.1% | +136.9% | +70.3% | +104.3% |
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