+545.6%
GE vs BBIO
+136.7%
+409.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -4.0% | -3.2% | -0.8% | -3.7% |
| 30D | -11.4% | -13.6% | +2.2% | -10.1% |
| 3M | -2.6% | +7.2% | -9.9% | -3.5% |
| 6M | -0.3% | +1.5% | -1.8% | -0.8% |
| YTD | +5.4% | -5.3% | +10.7% | +5.2% |
| 1Y | +15.5% | +37.7% | -22.2% | +10.9% |
| 3Y | +260.8% | +153.9% | +106.9% | +218.5% |
| 5Y | +421.6% | +43.9% | +377.8% | +319.5% |
| All | +545.6% | +136.7% | +409.0% | +327.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling