+30.2%
OMC vs BBIO
+42.7%
-12.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -4.4% | -3.2% | -1.2% | -4.2% |
| 30D | -7.6% | -13.6% | +6.0% | -6.9% |
| 3M | +4.5% | +7.2% | -2.7% | +4.1% |
| 6M | -0.3% | +1.5% | -1.7% | -0.5% |
| YTD | -0.1% | -5.3% | +5.2% | -0.3% |
| 1Y | +4.6% | +37.7% | -33.1% | +2.2% |
| 3Y | +10.5% | +153.9% | -143.4% | +3.1% |
| All | +30.2% | +42.7% | -12.5% | +11.8% |
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