-0.9%
XRT vs BBIO
+42.7%
-43.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.1% |
| 3M | -3.1% | +7.2% | -10.3% | -4.0% |
| 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% | -7.0% |
| 3Y | +41.8% | +153.9% | -112.1% | +25.4% |
| All | -0.9% | +42.7% | -43.6% | -25.3% |
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