+92.2%
GD vs BBIO
+52.7%
+39.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.1% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -10.9% | -10.1% | -0.8% | -10.7% |
| 3M | +2.5% | +12.4% | -9.9% | +2.1% |
| 6M | -1.7% | +15.9% | -17.6% | -2.1% |
| YTD | +6.1% | -0.5% | +6.7% | +6.0% |
| 1Y | +11.7% | +42.2% | -30.5% | +10.5% |
| 3Y | +71.8% | +167.8% | -96.0% | +66.7% |
| 5Y | +92.2% | +49.6% | +42.6% | +79.2% |
| All | +92.2% | +52.7% | +39.5% | +79.2% |
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