+45.1%
MCD vs BBIO
+136.7%
-91.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.2% | -3.2% | +2.0% | -1.1% |
| 30D | -7.8% | -13.6% | +5.8% | -7.1% |
| 3M | -10.7% | +7.2% | -17.9% | -11.1% |
| 6M | -21.3% | +1.5% | -22.7% | -21.5% |
| YTD | -15.8% | -5.3% | -10.5% | -15.9% |
| 1Y | -16.0% | +37.7% | -53.7% | -17.7% |
| 3Y | -3.0% | +153.9% | -156.9% | -9.1% |
| 5Y | +18.6% | +43.9% | -25.2% | +8.3% |
| All | +45.1% | +136.7% | -91.6% | +8.4% |
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