+17.6%
MCD vs BBIO
+42.7%
-25.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.2% | -3.2% | +2.0% | -1.2% |
| 30D | -7.8% | -13.6% | +5.8% | -7.6% |
| 3M | -10.7% | +7.2% | -17.9% | -10.8% |
| 6M | -21.3% | +1.5% | -22.7% | -21.3% |
| YTD | -15.8% | -5.3% | -10.5% | -15.8% |
| 1Y | -16.0% | +37.7% | -53.7% | -16.5% |
| 3Y | -3.0% | +153.9% | -156.9% | -4.7% |
| All | +17.6% | +42.7% | -25.1% | +15.7% |
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