+185.3%
GS vs BBIO
+40.9%
+144.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.6% |
| 7D | -1.7% | -3.9% | +2.1% | -1.5% |
| 30D | -0.9% | -13.4% | +12.4% | 0.0% |
| 3M | +2.3% | +7.6% | -5.2% | +1.8% |
| 6M | +23.4% | -2.4% | +25.9% | +23.4% |
| YTD | +17.7% | -5.2% | +22.9% | +17.7% |
| 1Y | +35.1% | +36.9% | -1.8% | +31.9% |
| 3Y | +234.9% | +155.2% | +79.7% | +211.8% |
| 5Y | +185.3% | +44.0% | +141.3% | +147.9% |
| All | +185.3% | +40.9% | +144.4% | +147.9% |
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