+140.9%
GM vs BBIO
+136.7%
+4.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.4% | -3.2% | +0.8% | -2.1% |
| 30D | -1.1% | -13.6% | +12.5% | +0.5% |
| 3M | +6.1% | +7.2% | -1.1% | +4.9% |
| 6M | +15.0% | +1.5% | +13.5% | +14.3% |
| YTD | +6.0% | -5.3% | +11.3% | +5.8% |
| 1Y | +47.1% | +37.7% | +9.4% | +39.9% |
| 3Y | +170.5% | +153.9% | +16.6% | +132.2% |
| 5Y | +80.5% | +43.9% | +36.6% | +37.3% |
| All | +140.9% | +136.7% | +4.2% | +44.3% |
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