-18.8%
MSFU vs BBIO
+36.5%
-55.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.8% | -3.2% | +1.4% | -1.6% |
| 30D | +0.5% | -13.6% | +14.1% | +1.5% |
| 3M | +51.9% | +7.2% | +44.6% | +48.1% |
| 6M | +35.0% | +1.5% | +33.5% | +32.5% |
| YTD | -9.0% | -5.3% | -3.7% | -10.2% |
| 1Y | -18.8% | +37.7% | -56.5% | -25.6% |
| All | -18.8% | +36.5% | -55.3% | -25.6% |
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