+502.4%
GFI vs BBIO
+42.7%
+459.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -4.9% | -3.2% | -1.6% | -4.7% |
| 30D | +10.7% | -13.6% | +24.3% | +11.3% |
| 3M | +25.6% | +7.2% | +18.4% | +25.3% |
| 6M | -8.3% | +1.5% | -9.7% | -8.3% |
| YTD | +6.3% | -5.3% | +11.6% | +6.3% |
| 1Y | +22.1% | +37.7% | -15.6% | +20.7% |
| 3Y | +289.2% | +153.9% | +135.3% | +274.4% |
| All | +502.4% | +42.7% | +459.7% | +421.9% |
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