-10.4%
LEN vs BBIO
+42.7%
-53.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | -4.8% | -3.2% | -1.6% | -4.4% |
| 30D | -6.6% | -13.6% | +7.0% | -5.2% |
| 3M | -15.7% | +7.2% | -22.9% | -16.4% |
| 6M | -16.6% | +1.5% | -18.1% | -17.0% |
| YTD | -21.3% | -5.3% | -16.0% | -21.4% |
| 1Y | -42.0% | +37.7% | -79.8% | -44.3% |
| 3Y | -27.9% | +153.9% | -181.8% | -36.0% |
| All | -10.4% | +42.7% | -53.2% | -33.4% |
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