+805.6%
MPC vs BBIO
+136.7%
+668.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.8% | -3.2% | +5.0% | +2.1% |
| 30D | +14.0% | -13.6% | +27.6% | +15.5% |
| 3M | +52.2% | +7.2% | +45.0% | +50.9% |
| 6M | +75.8% | +1.5% | +74.3% | +74.6% |
| YTD | +146.3% | -5.3% | +151.6% | +145.3% |
| 1Y | +120.8% | +37.7% | +83.1% | +111.3% |
| 3Y | +172.6% | +153.9% | +18.7% | +138.8% |
| 5Y | +678.2% | +43.9% | +634.4% | +537.0% |
| All | +805.6% | +136.7% | +668.9% | +460.6% |
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 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