+1,236.9%
MOD vs BBIO
+136.7%
+1,100.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | -2.8% | -3.2% | +0.5% | -2.4% |
| 30D | -5.1% | -13.6% | +8.5% | -3.5% |
| 3M | -30.3% | +7.2% | -37.5% | -31.0% |
| 6M | -5.6% | +1.5% | -7.1% | -6.2% |
| YTD | +41.8% | -5.3% | +47.1% | +41.6% |
| 1Y | +28.9% | +37.7% | -8.8% | +22.8% |
| 3Y | +304.1% | +153.9% | +150.2% | +253.4% |
| 5Y | +1,575.2% | +43.9% | +1,531.3% | +1,236.9% |
| All | +1,236.9% | +136.7% | +1,100.2% | +862.5% |
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