+180.7%
MTUM vs BBIO
+136.7%
+44.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.7% | -3.2% | +3.9% | +1.0% |
| 30D | -2.4% | -13.6% | +11.2% | -1.3% |
| 3M | -3.6% | +7.2% | -10.9% | -4.3% |
| 6M | +23.7% | +1.5% | +22.2% | +23.2% |
| YTD | +22.9% | -5.3% | +28.2% | +22.8% |
| 1Y | +21.8% | +37.7% | -16.0% | +18.0% |
| 3Y | +114.4% | +153.9% | -39.5% | +95.2% |
| 5Y | +79.6% | +43.9% | +35.7% | +51.5% |
| All | +180.7% | +136.7% | +44.0% | +111.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling