+33.9%
MAS vs BBIO
+42.7%
-8.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +1.0% | -2.4% | +3.3% | +1.2% |
| 30D | -8.1% | -11.5% | +3.4% | -7.2% |
| 3M | +3.3% | +11.0% | -7.7% | +2.3% |
| 6M | +12.4% | +14.4% | -1.9% | +10.9% |
| YTD | +13.3% | -2.3% | +15.5% | +12.9% |
| 1Y | -4.7% | +37.7% | -42.4% | -7.8% |
| 3Y | +33.0% | +163.1% | -130.2% | +20.3% |
| 5Y | +33.9% | +49.5% | -15.6% | +5.7% |
| All | +33.9% | +42.7% | -8.8% | +5.7% |
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