+14.7%
XLF vs BBIO
+26.8%
-12.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.2% | -1.7% | +3.2% |
| 7D | +5.5% | +10.0% | -4.5% | +4.9% |
| 30D | +9.9% | +17.8% | -7.9% | +8.8% |
| 3M | +2.6% | -5.1% | +7.7% | +3.0% |
| 6M | +15.6% | +12.9% | +2.7% | +14.4% |
| YTD | +9.4% | +1.8% | +7.6% | +8.5% |
| 1Y | +14.7% | +26.9% | -12.2% | +10.1% |
| All | +14.7% | +26.8% | -12.1% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling