+57.4%
XLE vs BBIO
+154.7%
-97.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.4% |
| 7D | +0.5% | -3.9% | +4.3% | +0.6% |
| 30D | +6.6% | -13.4% | +19.9% | +7.0% |
| 3M | +12.3% | +7.6% | +4.7% | +11.8% |
| 6M | +18.4% | -2.4% | +20.8% | +18.2% |
| YTD | +47.2% | -5.2% | +52.4% | +47.0% |
| 1Y | +50.3% | +36.9% | +13.4% | +46.7% |
| All | +57.4% | +154.7% | -97.3% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling