+70.7%
MSFU vs BBIO
+671.6%
-600.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | -2.3% | -0.5% | -1.8% | -2.3% |
| 30D | -6.3% | -10.1% | +3.9% | -5.3% |
| 3M | +40.0% | +12.4% | +27.5% | +37.7% |
| 6M | +30.1% | +15.9% | +14.2% | +27.2% |
| YTD | -10.3% | -0.5% | -9.8% | -11.1% |
| 1Y | -19.0% | +42.2% | -61.2% | -22.8% |
| 3Y | +25.8% | +167.8% | -142.0% | +10.9% |
| All | +70.7% | +671.6% | -600.9% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling