+947.5%
GFI vs BBIO
+136.7%
+810.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -2.7% | -3.2% | +0.5% | -2.6% |
| 30D | +13.2% | -13.6% | +26.8% | +13.5% |
| 3M | +28.5% | +7.2% | +21.2% | +28.4% |
| 6M | -6.2% | +1.5% | -7.6% | -6.2% |
| YTD | +8.7% | -5.3% | +14.0% | +8.7% |
| 1Y | +24.8% | +37.7% | -12.9% | +24.4% |
| 3Y | +298.0% | +153.9% | +144.1% | +293.3% |
| 5Y | +546.0% | +43.9% | +502.1% | +512.9% |
| All | +947.5% | +136.7% | +810.8% | +1,040.6% |
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