+25.5%
MSFU vs BBIO
+154.4%
-128.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -1.8% | -3.2% | +1.4% | -1.4% |
| 30D | +0.5% | -13.6% | +14.1% | +2.4% |
| 3M | +51.9% | +7.2% | +44.6% | +49.0% |
| 6M | +35.0% | +1.5% | +33.5% | +33.2% |
| YTD | -9.0% | -5.3% | -3.7% | -9.6% |
| 1Y | -18.8% | +37.7% | -56.5% | -24.4% |
| 3Y | +25.5% | +153.9% | -128.4% | +6.4% |
| All | +25.5% | +154.4% | -128.9% | +6.4% |
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