-53.1%
Z vs BBIO
+61.6%
-114.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +0.8% | +5.4% | -4.6% | -0.1% |
| 30D | +5.2% | +20.6% | -15.4% | +1.9% |
| 3M | -17.0% | -3.6% | -13.5% | -16.5% |
| 6M | -22.7% | +14.1% | -36.8% | -24.8% |
| YTD | -56.3% | +2.4% | -58.7% | -57.1% |
| 1Y | -57.7% | +20.4% | -78.0% | -59.6% |
| 3Y | -16.5% | +184.5% | -201.1% | -34.2% |
| All | -53.1% | +61.6% | -114.7% | -71.3% |
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