-88.0%
MSTU vs BBIO
+174.0%
-261.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -16.6% | -3.2% | -13.4% | -15.1% |
| 30D | +69.7% | -13.6% | +83.3% | +82.6% |
| 3M | -7.5% | +7.2% | -14.7% | -12.6% |
| 6M | -43.1% | +1.5% | -44.6% | -45.1% |
| YTD | -63.0% | -5.3% | -57.7% | -62.8% |
| 1Y | -93.8% | +37.7% | -131.5% | -94.8% |
| All | -88.0% | +174.0% | -261.9% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling