+149.4%
MAR vs BBIO
+42.7%
+106.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -0.5% | -3.2% | +2.7% | -0.3% |
| 30D | -5.4% | -13.6% | +8.2% | -4.4% |
| 3M | -15.5% | +7.2% | -22.7% | -16.1% |
| 6M | +3.0% | +1.5% | +1.5% | +2.6% |
| YTD | +8.5% | -5.3% | +13.8% | +8.4% |
| 1Y | +26.0% | +37.7% | -11.8% | +22.1% |
| 3Y | +68.6% | +153.9% | -85.3% | +53.5% |
| All | +149.4% | +42.7% | +106.7% | +102.0% |
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