+607.3%
BBIO vs FGI
-66.2%
+673.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +9.4% | -14.1% | -4.9% |
| 7D | -3.9% | +22.8% | -26.6% | -4.3% |
| 30D | -13.4% | +85.9% | -99.3% | -15.9% |
| 3M | +7.6% | +32.4% | -24.8% | +5.5% |
| 6M | -2.4% | +106.3% | -108.8% | -8.0% |
| YTD | -5.2% | +48.4% | -53.6% | -9.7% |
| 1Y | +36.9% | +116.4% | -79.5% | +22.7% |
| 3Y | +155.2% | +9.2% | +146.0% | +133.1% |
| All | +607.3% | -66.2% | +673.5% | +626.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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