-8.1%
MDB vs BBIO
+154.4%
-162.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -1.8% | -3.2% | +1.4% | -1.1% |
| 30D | -17.3% | -13.6% | -3.7% | -14.4% |
| 3M | +2.2% | +7.2% | -5.0% | -0.4% |
| 6M | +33.9% | +1.5% | +32.4% | +31.7% |
| YTD | -13.7% | -5.3% | -8.4% | -14.4% |
| 1Y | +9.1% | +37.7% | -28.7% | -3.8% |
| 3Y | -8.1% | +153.9% | -162.0% | -36.7% |
| All | -8.1% | +154.4% | -162.6% | -36.7% |
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 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