+127.1%
MA vs BBIO
+136.7%
-9.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.7% | -3.2% | +1.5% | -1.5% |
| 30D | +1.7% | -13.6% | +15.3% | +2.8% |
| 3M | +17.2% | +7.2% | +10.0% | +16.3% |
| 6M | +13.3% | +1.5% | +11.8% | +12.8% |
| YTD | +0.2% | -5.3% | +5.5% | 0.0% |
| 1Y | -2.7% | +37.7% | -40.4% | -5.9% |
| 3Y | +39.1% | +153.9% | -114.9% | +25.3% |
| 5Y | +68.8% | +43.9% | +24.9% | +39.9% |
| All | +127.1% | +136.7% | -9.5% | +58.9% |
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 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