+6.1%
MSCI vs BBIO
+154.7%
-148.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.5% | -0.9% |
| 7D | -4.7% | -3.9% | -0.8% | -4.4% |
| 30D | -2.2% | -13.4% | +11.2% | -1.2% |
| 3M | -9.7% | +7.6% | -17.2% | -10.5% |
| 6M | +0.3% | -2.4% | +2.7% | 0.0% |
| YTD | -3.5% | -5.2% | +1.7% | -3.7% |
| 1Y | -1.4% | +36.9% | -38.3% | -5.4% |
| All | +6.1% | +154.7% | -148.6% | -7.5% |
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