-2.8%
MCD vs BBIO
+154.7%
-157.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | 0.0% |
| 7D | -2.5% | -3.9% | +1.3% | -2.4% |
| 30D | -7.0% | -13.4% | +6.3% | -6.6% |
| 3M | -9.8% | +7.6% | -17.4% | -10.1% |
| 6M | -21.8% | -2.4% | -19.3% | -21.8% |
| YTD | -15.6% | -5.2% | -10.4% | -15.6% |
| 1Y | -15.2% | +36.9% | -52.1% | -16.5% |
| All | -2.8% | +154.7% | -157.4% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling