+145.6%
MAS vs BBIO
+155.4%
-9.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | +1.2% | +5.3% | -4.1% | +0.7% |
| 30D | +21.6% | +23.5% | -1.9% | +19.5% |
| 3M | +14.1% | -6.8% | +20.9% | +14.7% |
| 6M | +22.6% | +18.5% | +4.1% | +20.7% |
| YTD | +35.4% | +2.2% | +33.2% | +34.4% |
| 1Y | +37.5% | +18.0% | +19.4% | +34.8% |
| 3Y | +58.3% | +188.5% | -130.1% | +41.9% |
| 5Y | +39.1% | +63.3% | -24.2% | +14.1% |
| All | +145.6% | +155.4% | -9.8% | +91.2% |
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 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