+179.2%
MS vs BBIO
+154.7%
+24.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -0.6% |
| 7D | -2.1% | -3.9% | +1.8% | -1.6% |
| 30D | -1.1% | -13.4% | +12.3% | +0.8% |
| 3M | +3.5% | +7.6% | -4.1% | +2.2% |
| 6M | +33.7% | -2.4% | +36.2% | +33.6% |
| YTD | +21.8% | -5.2% | +27.0% | +21.5% |
| 1Y | +41.1% | +36.9% | +4.2% | +33.4% |
| All | +179.2% | +154.7% | +24.5% | +124.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling