+511.4%
GS vs BBIO
+136.7%
+374.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.9% | -3.2% | +2.3% | -0.6% |
| 30D | -0.3% | -13.6% | +13.3% | +1.0% |
| 3M | -0.1% | +7.2% | -7.4% | -0.9% |
| 6M | +26.1% | +1.5% | +24.6% | +25.6% |
| YTD | +18.8% | -5.3% | +24.1% | +18.7% |
| 1Y | +33.7% | +37.7% | -4.0% | +29.1% |
| 3Y | +238.9% | +153.9% | +85.0% | +204.7% |
| 5Y | +187.9% | +43.9% | +144.1% | +141.2% |
| All | +511.4% | +136.7% | +374.8% | +321.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling