+108.6%
MTB vs BBIO
+154.4%
-45.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | 0.0% | -3.2% | +3.2% | +0.3% |
| 30D | -4.8% | -13.6% | +8.8% | -3.4% |
| 3M | +6.0% | +7.2% | -1.3% | +4.8% |
| 6M | +19.6% | +1.5% | +18.1% | +18.9% |
| YTD | +21.5% | -5.3% | +26.8% | +21.1% |
| 1Y | +24.7% | +37.7% | -13.0% | +18.0% |
| 3Y | +108.6% | +153.9% | -45.3% | +70.7% |
| All | +108.6% | +154.4% | -45.9% | +70.7% |
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 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