+514.7%
MS vs BBIO
+136.7%
+378.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.5% | -3.2% | +1.7% | -1.2% |
| 30D | -1.5% | -13.6% | +12.1% | -0.1% |
| 3M | +1.4% | +7.2% | -5.9% | +0.5% |
| 6M | +34.7% | +1.5% | +33.2% | +34.1% |
| YTD | +22.7% | -5.3% | +28.0% | +22.6% |
| 1Y | +40.1% | +37.7% | +2.4% | +34.4% |
| 3Y | +181.4% | +153.9% | +27.5% | +148.3% |
| 5Y | +142.6% | +43.9% | +98.7% | +96.7% |
| All | +514.7% | +136.7% | +378.1% | +303.0% |
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 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