+44.0%
XLP vs BBIO
+61.6%
-17.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +2.5% | +5.4% | -2.9% | +2.4% |
| 30D | +7.3% | +20.6% | -13.3% | +7.0% |
| 3M | +8.1% | -3.6% | +11.7% | +8.1% |
| 6M | +10.5% | +14.1% | -3.6% | +10.2% |
| YTD | +21.2% | +2.4% | +18.8% | +20.9% |
| 1Y | +22.7% | +20.4% | +2.4% | +22.1% |
| 3Y | +44.8% | +184.5% | -139.7% | +41.4% |
| All | +44.0% | +61.6% | -17.6% | +35.0% |
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