+28.6%
LH vs BBIO
+42.7%
-14.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -4.7% | -3.2% | -1.5% | -4.6% |
| 30D | -3.5% | -13.6% | +10.1% | -2.9% |
| 3M | +17.7% | +7.2% | +10.5% | +17.3% |
| 6M | +15.8% | +1.5% | +14.3% | +15.6% |
| YTD | +25.1% | -5.3% | +30.4% | +25.0% |
| 1Y | +12.5% | +37.7% | -25.2% | +10.4% |
| 3Y | +59.8% | +153.9% | -94.1% | +51.1% |
| All | +28.6% | +42.7% | -14.2% | +6.6% |
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