+112.8%
GLDM vs BBIO
+59.7%
+53.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | -2.0% | +2.1% | -4.1% | -2.0% |
| 30D | -4.4% | +21.0% | -25.4% | -4.6% |
| 3M | -8.8% | -5.0% | -3.9% | -8.8% |
| 6M | -15.9% | +23.0% | -38.9% | -16.0% |
| YTD | -7.7% | +4.0% | -11.7% | -7.8% |
| 1Y | -3.6% | +19.5% | -23.1% | -3.8% |
| 3Y | +105.2% | +193.5% | -88.3% | +103.8% |
| 5Y | +112.8% | +66.1% | +46.6% | +109.8% |
| All | +112.8% | +59.7% | +53.1% | +109.8% |
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