-9.8%
GIS vs BBIO
+136.7%
-146.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -6.4% | -3.2% | -3.2% | -6.4% |
| 30D | -6.1% | -13.6% | +7.5% | -6.2% |
| 3M | +7.8% | +7.2% | +0.6% | +7.9% |
| 6M | -8.8% | +1.5% | -10.3% | -8.8% |
| YTD | -19.1% | -5.3% | -13.8% | -19.1% |
| 1Y | -24.8% | +37.7% | -62.5% | -24.6% |
| 3Y | -37.6% | +153.9% | -191.5% | -37.0% |
| 5Y | -25.4% | +43.9% | -69.3% | -24.0% |
| All | -9.8% | +136.7% | -146.5% | -8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling