+136.6%
MDB vs BBIO
+148.5%
-12.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -4.5% | -0.5% | -4.0% | -4.4% |
| 30D | -14.0% | -10.1% | -3.8% | -12.1% |
| 3M | +5.3% | +12.4% | -7.1% | +2.2% |
| 6M | +31.9% | +15.9% | +16.0% | +26.2% |
| YTD | -14.6% | -0.5% | -14.1% | -15.9% |
| 1Y | +8.2% | +42.2% | -34.0% | -2.1% |
| 3Y | -5.0% | +167.8% | -172.8% | -28.1% |
| 5Y | -24.5% | +49.6% | -74.1% | -55.4% |
| All | +136.6% | +148.5% | -12.0% | +13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling