+40.1%
MS vs BBIO
+36.5%
+3.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.5% | -3.2% | +1.7% | -1.1% |
| 30D | -1.5% | -13.6% | +12.1% | +0.3% |
| 3M | +1.4% | +7.2% | -5.9% | +0.3% |
| 6M | +34.7% | +1.5% | +33.2% | +34.0% |
| YTD | +22.7% | -5.3% | +28.0% | +22.1% |
| 1Y | +40.1% | +37.7% | +2.4% | +34.3% |
| All | +40.1% | +36.5% | +3.6% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling