+143.8%
GLDM vs BBIO
+52.7%
+91.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +0.2% | -0.5% | +0.7% | +0.2% |
| 30D | +0.3% | -10.1% | +10.4% | +0.3% |
| 3M | +3.3% | +12.4% | -9.1% | +3.2% |
| 6M | -14.5% | +15.9% | -30.4% | -14.6% |
| YTD | +1.9% | -0.5% | +2.5% | +1.9% |
| 1Y | +21.1% | +42.2% | -21.1% | +20.8% |
| 3Y | +128.6% | +167.8% | -39.2% | +127.1% |
| 5Y | +143.8% | +49.6% | +94.2% | +141.7% |
| All | +143.8% | +52.7% | +91.1% | +141.7% |
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