-3.9%
MCD vs BBIO
+26.8%
-30.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.2% | +1.3% | +6.2% |
| 7D | +11.9% | +10.0% | +1.9% | +11.3% |
| 30D | +20.2% | +17.8% | +2.5% | +19.3% |
| 3M | +5.2% | -5.1% | +10.3% | +5.0% |
| 6M | 0.0% | +12.9% | -12.9% | -0.7% |
| YTD | -6.5% | +1.8% | -8.3% | -6.7% |
| 1Y | -3.9% | +26.9% | -30.9% | -9.2% |
| All | -3.9% | +26.8% | -30.8% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling