+155.3%
MAR vs BBIO
+136.7%
+18.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -0.5% | -3.2% | +2.7% | -0.2% |
| 30D | -5.4% | -13.6% | +8.2% | -3.8% |
| 3M | -15.5% | +7.2% | -22.7% | -16.4% |
| 6M | +3.0% | +1.5% | +1.5% | +2.4% |
| YTD | +8.5% | -5.3% | +13.8% | +8.3% |
| 1Y | +26.0% | +37.7% | -11.8% | +19.8% |
| 3Y | +68.6% | +153.9% | -85.3% | +44.6% |
| 5Y | +157.4% | +43.9% | +113.5% | +98.2% |
| All | +155.3% | +136.7% | +18.6% | +53.1% |
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