-9.9%
MSCI vs BBIO
+42.9%
-52.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.0% |
| 3M | -9.7% | +7.6% | -17.2% | -10.4% |
| 6M | +0.3% | -2.4% | +2.7% | +0.1% |
| YTD | -3.5% | -5.2% | +1.7% | -3.8% |
| 1Y | -1.4% | +36.9% | -38.3% | -5.0% |
| 3Y | +6.6% | +155.2% | -148.6% | -4.8% |
| All | -9.9% | +42.9% | -52.7% | -33.7% |
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