+40.4%
MXL vs BBIO
+42.7%
-2.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.6% |
| 7D | +18.9% | -3.2% | +22.1% | +19.5% |
| 30D | +0.3% | -13.6% | +13.9% | +2.5% |
| 3M | -8.0% | +7.2% | -15.3% | -9.1% |
| 6M | +341.2% | +1.5% | +339.8% | +339.5% |
| YTD | +327.8% | -5.3% | +333.1% | +328.8% |
| 1Y | +364.9% | +37.7% | +327.2% | +339.7% |
| 3Y | +229.2% | +153.9% | +75.3% | +179.2% |
| All | +40.4% | +42.7% | -2.3% | -4.1% |
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