+11.1%
XYZ vs BBIO
+136.7%
-125.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -4.3% | -3.2% | -1.1% | -3.6% |
| 30D | +1.2% | -13.6% | +14.8% | +4.3% |
| 3M | +14.6% | +7.2% | +7.4% | +12.2% |
| 6M | +22.6% | +1.5% | +21.1% | +21.2% |
| YTD | +21.7% | -5.3% | +27.0% | +21.1% |
| 1Y | +6.7% | +37.7% | -31.0% | -2.7% |
| 3Y | +46.8% | +153.9% | -107.1% | +11.3% |
| 5Y | -68.0% | +43.9% | -111.9% | -81.2% |
| All | +11.1% | +136.7% | -125.5% | -46.5% |
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 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