-65.5%
Z vs BBIO
+52.7%
-118.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -1.0% |
| 7D | -7.1% | -0.5% | -6.5% | -7.0% |
| 30D | -4.8% | -10.1% | +5.4% | -3.0% |
| 3M | -9.3% | +12.4% | -21.7% | -11.5% |
| 6M | -29.0% | +15.9% | -44.9% | -31.5% |
| YTD | -52.9% | -0.5% | -52.4% | -53.5% |
| 1Y | -63.1% | +42.2% | -105.3% | -66.1% |
| 3Y | -36.9% | +167.8% | -204.7% | -50.0% |
| 5Y | -65.5% | +49.6% | -115.1% | -77.9% |
| All | -65.5% | +52.7% | -118.2% | -77.9% |
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