+26.5%
MLM vs BBIO
+61.6%
-35.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -0.9% | +5.4% | -6.3% | -1.2% |
| 30D | +9.0% | +20.6% | -11.5% | +7.7% |
| 3M | -5.6% | -3.6% | -2.0% | -5.4% |
| 6M | -10.7% | +14.1% | -24.8% | -11.7% |
| YTD | -17.2% | +2.4% | -19.5% | -17.7% |
| 1Y | -14.2% | +20.4% | -34.6% | -15.7% |
| 3Y | +15.6% | +184.5% | -168.9% | +5.9% |
| All | +26.5% | +61.6% | -35.1% | +1.7% |
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