+671.3%
MPC vs BBIO
+40.9%
+630.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.6% |
| 7D | +1.2% | -3.9% | +5.1% | +1.3% |
| 30D | +17.0% | -13.4% | +30.3% | +17.4% |
| 3M | +49.5% | +7.6% | +41.9% | +49.1% |
| 6M | +83.5% | -2.4% | +86.0% | +83.4% |
| YTD | +144.1% | -5.2% | +149.3% | +143.8% |
| 1Y | +119.6% | +36.9% | +82.7% | +116.5% |
| 3Y | +168.1% | +155.2% | +12.9% | +157.7% |
| 5Y | +671.3% | +44.0% | +627.3% | +663.2% |
| All | +671.3% | +40.9% | +630.4% | +663.2% |
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