-22.3%
MOH vs BBIO
+42.7%
-65.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | +1.7% | -3.2% | +4.9% | +1.7% |
| 30D | -0.9% | -13.6% | +12.7% | -0.7% |
| 3M | +5.7% | +7.2% | -1.5% | +5.6% |
| 6M | +39.1% | +1.5% | +37.7% | +39.0% |
| YTD | +17.7% | -5.3% | +23.0% | +17.7% |
| 1Y | +8.4% | +37.7% | -29.3% | +7.5% |
| 3Y | -36.6% | +153.9% | -190.5% | -38.1% |
| All | -22.3% | +42.7% | -65.1% | -27.8% |
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