-3.5%
MSFU vs BBIO
+26.8%
-30.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +5.2% | +8.3% | +13.3% |
| 7D | +8.2% | +10.0% | -1.8% | +7.9% |
| 30D | +10.2% | +17.8% | -7.6% | +9.8% |
| 3M | +22.9% | -5.1% | +28.0% | +23.2% |
| 6M | +63.2% | +12.9% | +50.3% | +59.4% |
| YTD | +11.7% | +1.8% | +9.9% | +9.3% |
| 1Y | -3.5% | +26.9% | -30.4% | -9.5% |
| All | -3.5% | +26.8% | -30.3% | -9.5% |
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 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