+39.6%
LDOS vs BBIO
+159.6%
-120.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -7.1% | -2.4% | -4.8% | -7.0% |
| 30D | -6.1% | -11.5% | +5.5% | -5.5% |
| 3M | +5.6% | +11.0% | -5.4% | +5.0% |
| 6M | -26.9% | +14.4% | -41.3% | -27.5% |
| YTD | -27.9% | -2.3% | -25.7% | -28.1% |
| 1Y | -26.8% | +37.7% | -64.5% | -28.7% |
| 3Y | +39.6% | +163.1% | -123.6% | +23.0% |
| All | +39.6% | +159.6% | -120.0% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling