+21.1%
XYZ vs BBIO
+16.7%
+4.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.6% | -1.1% |
| 7D | -3.7% | -0.5% | -3.2% | -3.6% |
| 30D | +0.5% | -10.1% | +10.7% | +2.2% |
| 3M | +16.3% | +12.4% | +3.9% | +11.9% |
| 6M | +21.1% | +15.9% | +5.2% | +14.5% |
| All | +21.1% | +16.7% | +4.4% | +14.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling