-30.3%
MOS vs BBIO
+187.2%
-217.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -2.0% | +5.4% | -7.4% | -2.6% |
| 30D | +15.3% | +20.6% | -5.3% | +12.9% |
| 3M | +1.5% | -3.6% | +5.1% | +1.8% |
| 6M | -2.0% | +14.1% | -16.1% | -3.9% |
| YTD | -6.5% | +2.4% | -8.9% | -7.8% |
| 1Y | -11.1% | +20.4% | -31.4% | -14.2% |
| 3Y | -30.3% | +184.5% | -214.8% | -44.0% |
| All | -30.3% | +187.2% | -217.5% | -44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling