+1,245.2%
MU vs BBIO
+42.7%
+1,202.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.1% | -3.2% | -0.9% | -3.7% |
| 30D | +7.0% | -13.6% | +20.6% | +8.8% |
| 3M | -2.1% | +7.2% | -9.3% | -2.9% |
| 6M | +133.1% | +1.5% | +131.6% | +132.1% |
| YTD | +241.9% | -5.3% | +247.2% | +242.2% |
| 1Y | +548.8% | +37.7% | +511.0% | +521.7% |
| 3Y | +1,308.2% | +153.9% | +1,154.3% | +1,140.7% |
| All | +1,245.2% | +42.7% | +1,202.4% | +910.9% |
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 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