+46.6%
XYZ vs BBIO
+154.7%
-108.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | +0.5% |
| 7D | -5.2% | -3.9% | -1.3% | -4.5% |
| 30D | 0.0% | -13.4% | +13.4% | +2.7% |
| 3M | +18.7% | +7.6% | +11.1% | +16.2% |
| 6M | +20.5% | -2.4% | +23.0% | +20.2% |
| YTD | +21.5% | -5.2% | +26.7% | +20.9% |
| 1Y | +7.2% | +36.9% | -29.7% | -1.7% |
| All | +46.6% | +154.7% | -108.1% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling