+49.4%
LDOS vs BBIO
+63.7%
-14.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -2.0% |
| 7D | -3.5% | +5.3% | -8.7% | -3.6% |
| 30D | +9.5% | +23.5% | -14.0% | +8.9% |
| 3M | -6.3% | -6.8% | +0.5% | -6.2% |
| 6M | +2.8% | +18.5% | -15.7% | +2.2% |
| YTD | -26.6% | +2.2% | -28.8% | -26.9% |
| 1Y | -31.3% | +18.0% | -49.3% | -31.8% |
| 3Y | +30.9% | +188.5% | -157.5% | +25.9% |
| 5Y | +49.4% | +63.3% | -13.9% | +39.8% |
| All | +49.4% | +63.7% | -14.3% | +39.8% |
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