-22.9%
Z vs BBIO
+144.5%
-167.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -2.0% |
| 7D | -3.0% | -2.3% | -0.7% | -2.5% |
| 30D | -4.2% | -8.7% | +4.5% | -2.4% |
| 3M | -3.7% | +11.2% | -14.9% | -6.2% |
| 6M | -24.5% | +12.5% | -37.0% | -27.2% |
| YTD | -49.3% | -2.2% | -47.1% | -49.9% |
| 1Y | -58.7% | +44.4% | -103.1% | -62.7% |
| 3Y | -34.1% | +144.7% | -178.9% | -49.2% |
| 5Y | -64.5% | +45.0% | -109.5% | -77.8% |
| All | -22.9% | +144.5% | -167.4% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling