+208.7%
MSI vs BBIO
+136.9%
+71.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.7% | +5.6% | +1.2% |
| 7D | -1.8% | -3.9% | +2.1% | -1.5% |
| 30D | -0.6% | -13.4% | +12.7% | +0.3% |
| 3M | +13.0% | +7.6% | +5.5% | +12.3% |
| 6M | +0.5% | -2.4% | +3.0% | +0.4% |
| YTD | +21.7% | -5.2% | +26.9% | +21.5% |
| 1Y | -2.6% | +36.9% | -39.5% | -5.2% |
| 3Y | +69.7% | +155.2% | -85.5% | +55.5% |
| 5Y | +102.8% | +44.0% | +58.8% | +71.4% |
| All | +208.7% | +136.9% | +71.8% | +123.7% |
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 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