+217.9%
XLE vs BBIO
+42.7%
+175.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.7% | -3.2% | +4.9% | +1.8% |
| 30D | +6.7% | -13.6% | +20.3% | +7.1% |
| 3M | +14.9% | +7.2% | +7.6% | +14.6% |
| 6M | +15.9% | +1.5% | +14.4% | +15.7% |
| YTD | +47.7% | -5.3% | +53.0% | +47.6% |
| 1Y | +50.7% | +37.7% | +13.0% | +49.0% |
| 3Y | +57.9% | +153.9% | -96.0% | +53.0% |
| All | +217.9% | +42.7% | +175.2% | +208.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling