+41.5%
MAS vs BBIO
+38.8%
+2.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.6% | -1.5% |
| 7D | +2.4% | -0.9% | +3.2% | +2.4% |
| 30D | +19.8% | +11.7% | +8.1% | +18.7% |
| 3M | +9.8% | -10.3% | +20.1% | +10.8% |
| 6M | +15.8% | +9.1% | +6.7% | +14.7% |
| YTD | +31.8% | -2.9% | +34.7% | +31.4% |
| 1Y | +35.4% | +18.4% | +17.0% | +32.7% |
| 3Y | +59.2% | +166.5% | -107.3% | +43.8% |
| All | +41.5% | +38.8% | +2.7% | +10.3% |
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