+123.8%
XRT vs BBIO
+136.7%
-12.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -3.2% | -3.2% | 0.0% | -2.9% |
| 30D | -4.5% | -13.6% | +9.1% | -3.0% |
| 3M | -3.1% | +7.2% | -10.3% | -4.1% |
| 6M | +4.2% | +1.5% | +2.8% | +3.7% |
| YTD | -0.1% | -5.3% | +5.2% | -0.3% |
| 1Y | -3.0% | +37.7% | -40.8% | -7.4% |
| 3Y | +41.8% | +153.9% | -112.1% | +23.4% |
| 5Y | -1.3% | +43.9% | -45.1% | -23.8% |
| All | +123.8% | +136.7% | -12.9% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling