+19.9%
MOS vs BBIO
+136.7%
-116.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -1.7% | -3.2% | +1.5% | -1.4% |
| 30D | +12.4% | -13.6% | +26.0% | +14.3% |
| 3M | +20.5% | +7.2% | +13.2% | +19.1% |
| 6M | -12.0% | +1.5% | -13.4% | -12.6% |
| YTD | +7.4% | -5.3% | +12.7% | +7.1% |
| 1Y | -22.5% | +37.7% | -60.2% | -26.4% |
| 3Y | -25.5% | +153.9% | -179.4% | -35.9% |
| 5Y | -10.1% | +43.9% | -54.0% | -29.2% |
| All | +19.9% | +136.7% | -116.8% | -33.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling