-6.6%
MOS vs BBIO
+52.7%
-59.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.3% |
| 7D | +1.7% | -0.5% | +2.2% | +1.7% |
| 30D | +11.7% | -10.1% | +21.8% | +12.3% |
| 3M | +23.2% | +12.4% | +10.8% | +22.2% |
| 6M | -1.6% | +15.9% | -17.6% | -2.8% |
| YTD | +10.8% | -0.5% | +11.4% | +10.4% |
| 1Y | -16.2% | +42.2% | -58.4% | -18.4% |
| 3Y | -24.2% | +167.8% | -192.0% | -29.4% |
| 5Y | -6.6% | +49.6% | -56.2% | -16.9% |
| All | -6.6% | +52.7% | -59.3% | -16.9% |
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