+136.4%
MLM vs BBIO
+136.7%
-0.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -0.9% | -3.2% | +2.3% | -0.7% |
| 30D | -6.1% | -13.6% | +7.5% | -4.9% |
| 3M | -9.7% | +7.2% | -16.9% | -10.4% |
| 6M | -14.4% | +1.5% | -15.9% | -14.8% |
| YTD | -17.7% | -5.3% | -12.5% | -17.9% |
| 1Y | -18.7% | +37.7% | -56.5% | -21.7% |
| 3Y | +18.1% | +153.9% | -135.8% | +5.8% |
| 5Y | +42.3% | +43.9% | -1.6% | +17.0% |
| All | +136.4% | +136.7% | -0.2% | +65.4% |
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