+155.7%
CMG vs BBIO
+136.5%
+19.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +0.2% | -3.3% | +3.5% | +0.5% |
| 30D | +10.5% | -9.4% | +19.9% | +11.7% |
| 3M | +14.9% | +8.4% | +6.5% | +13.5% |
| 6M | +13.9% | +4.3% | +9.6% | +12.8% |
| YTD | +0.1% | -5.4% | +5.5% | -0.2% |
| 1Y | -4.1% | +41.3% | -45.5% | -8.8% |
| 3Y | -4.4% | +144.4% | -148.7% | -17.2% |
| 5Y | -0.4% | +48.5% | -49.0% | -24.9% |
| All | +155.7% | +136.5% | +19.2% | +54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling