+40.2%
MLM vs BBIO
+40.9%
-0.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.2% |
| 7D | -1.3% | -3.9% | +2.6% | -1.0% |
| 30D | -9.1% | -13.4% | +4.3% | -8.3% |
| 3M | -9.0% | +7.6% | -16.5% | -9.5% |
| 6M | -17.0% | -2.4% | -14.6% | -17.1% |
| YTD | -19.0% | -5.2% | -13.7% | -19.1% |
| 1Y | -18.1% | +36.9% | -55.0% | -20.2% |
| 3Y | +16.7% | +155.2% | -138.5% | +7.6% |
| 5Y | +40.2% | +44.0% | -3.8% | +15.4% |
| All | +40.2% | +40.9% | -0.7% | +15.4% |
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 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